Investment Consultant
Investment Consultant
Posted on :
26-12-2024
Employer Active
1 Vacancy
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Job Description
Business Development and Marketing
- Primary responsibility will be to provide expert investment advice and guidance to clients
- Solicit new customers and increase product penetration in existing base work collectively with relationship managers to expand client base.
- Participate and support consumer sales marketing activities for customers acquisition and retention
- Crosssell to existing bank customers to expand customers share of wallet
- Organize execute and participate in sales activities and joint appointments with Sales Managers
- Promote the Banks investment or insurance products
Client relationship Management:
- Build and maintain strong relationship p with clients understanding their investment goal risk appetite and financial needs.
- Provide regular updates on investment performance discuss market trends and address clients enquiries and concerns
- Develop personalized investment strategies aligned with clients objectives and risk profiles
- Analyze financial market economic trends industry developments and make informed investment recommendations a adjustments to client portfolio
- Market Research and training
- Stay abreast of market trends economic indicators and regulatory changes that may impact investment strategies and client portfolios
- Provide support and relevant training and discussion to relationship managers
Compliance and Regulations
- Adhere to regulatory requirements and Banks internal policies related to investment advisory service.
- Maintain accurate and up to date records of clients interactions investment recommendations and any relevant compliance documentation
Qualifications :
- Degree in Banking/Business Administration/Economics
- Minimum 2 5 years of relevant experience in retail banking preferably with experience in investment or insurance products
- High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months
- Excellent communication and interpersonal skills
- Highly motivated and a good team player
Professional Accreditation:
- CMFAS Certification preferred
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
Key Skills
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