Job Description
Provide specialist product agnostic investment support and execution to clients and frontline teams to meet clients’ investment objectives and feedback to ensure provision of best solution. Liaise with product specialists across a range of investment asset classes to discuss client requirements and feedback to ensure provision of best solutions. Provide portfolio analysis and liaise with Clients on own portfolio to feedback on portfolio performance and seek opportunity to cross sell and deepen wallet share.
Qualifications
- Degree holder from a recognized University (min – 2nd class upper or equivalent).
- Master’s degree, Automated Trading System /CISI certification will be an added advantage.
Experience Required
- 5-7 years plus of operational/Sales / Portfolio Management / Investment Advisory experience in a securities business or other financial intermediary.
- 5 years plus banking experience, preferably dealing with affluent clients in a portfolio context.
- Experience in upholding the highest levels of service.
- Working knowledge of equities markets is essential.
Additional Information
Behavioural Competencies:
- Adopting Practical Approaches
- Empowering Individuals
- Interacting with People
- Team Working
- Understanding People
Technical Competencies:
- Banking Process & Procedures
- Cross and Up-Selling
- Customer Understanding
- Financial Analysis
- Mind of Customer Experience
- Product Knowledge