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

Minimum Qualifications

• A Degree holder from a recognized University (min – 2nd class upper or equivalent).
• A Master’s degree and ATS/CISI certification will be an added advantage.

Experience Required

• 10 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.

Additional Information

 

Behavioral Competencies:

• Challenging Ideas
• Convincing People
• Developing Strategies
• Documenting Facts
• Examining Information

Technical Competencies:

• Client Business Case
• Deal Appraisal
• Exception Handling
• International Market Knowledge
• Product Development