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
How To Apply
