Our client, a reputable Financial Services company based in Limassol, is seeking an experienced and strategic Head of Investment Advice to join their dynamic team. This role offers an exciting opportunity to lead and shape the company's investment advice services, leveraging your expertise within the Forex and Fintech sectors. The ideal candidate will have a strong background in investment and a proven track record of delivering strategic guidance in financial environments. The successful candidate will be responsible for shaping our investment strategy, overseeing advisory operations, ensuring compliance with CYSEC regulations, and driving innovation in client offerings.
DUTIES AND RESPONSIBILITIES
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Lead and manage the investment advisory team, setting strategic objectives and ensuring high-quality client service.
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Develop and implement investment advice frameworks, methodologies, and product recommendations.
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Ensure full compliance with CYSEC regulations and internal policies.
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Monitor market trends and economic developments to guide client portfolios and product selection.
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Collaborate with other departments (Risk, Compliance, Marketing, etc.) to align services with business objectives.
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Represent the firm in client meetings, industry events, and regulatory discussions.
CANDIDATE PROFILE
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Bachelor’s degree in Finance, Economics, or related field (Master’s or CFA preferred).
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Minimum 7–10 years of experience in investment advisory, wealth management, or portfolio management, with at least 3 years in a leadership role.
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Proven track record in developing investment strategies and managing advisory teams.
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Strong understanding of financial markets, instruments, and portfolio construction.
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In-depth knowledge of CYSEC regulatory framework and MiFID II requirements.
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Excellent leadership, communication, and interpersonal skills.
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Fluency in English; Greek is an advantage.
COMPANY BENEFITS
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Competitive salary.
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Professional growth opportunities in a dynamic, regulated environment.
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Support for continuous professional development and certifications.
Due to the high volume of applications received at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to
Alex Evangelides, alex@grsrecruitment.com quoting the above job reference or call +357 25 3427 21 for further information.