Investment Consultant

Quick Facts

• Role: Investment Consultant

• Focus: Build and grow a client portfolio and deliver tailored investment solutions

Description

You will develop your own client portfolio by maintaining existing relationships, creating new ones, and sourcing business opportunities based on clients’ investment goals. The role includes preparing tailored solutions across real estate, corporate bonds, qualified investor funds (FKI), and other investment instruments while expanding your network. You’ll also contribute to shaping the business approach as part of the broader management team.

Responsibilities

• Build and grow your own client portfolio

• Develop existing relationships, establish new relationships, and find business opportunities

• Understand client needs and investment objectives

• Create tailored investment solutions

• Work with opportunities in real estate, corporate bonds, qualified investor funds (FKI), and other instruments

• Connect the right people with the right opportunities

• Grow your contact network and seek new collaboration opportunities

• Co-shape the company’s direction and internal processes

Requirements

• At least 3 years of experience with clients in finance or sales (private/retail banking, wealth management, investment company, financial advisory, or B2B sales)

• Proven relationship-building and trust-generation skills

• Interest in finance and investments outside of work (market tracking and opportunity spotting)

• Understanding of investment products (funds, bonds, real estate) or a strong sales foundation with motivation to deepen investment expertise

• Own network or ability to build one systematically

• Willingness to work with greater independence and responsibility for personal sales results

Benefits

• More room for your own business development and client portfolio growth, supported by the Nexus brand and an expert team

• A fixed component at market level plus a variable component tied to your real contribution

• Opportunity to participate in ESOP (Employee Stock Ownership Plan) after long-term collaboration

• Less administration and more time for clients, supported by the in-house voice AI assistant NAIO that automates up to 80% of operational tasks (meeting materials, minutes, compliance documents, CRM updates)

• Ability to influence how things work through ideas and contributions to sales approach and internal processes

• A culture based on trust and accountability with high client-service standards