A degree in Banking, Business Administration, or Economics.
At least 2 years of relevant experience in retail banking, preferably with experience in investment or insurance products.
A record of high achievement in a previous role, with no adverse sales- or service-related complaints in the past 12 months.
Excellent communication and interpersonal skills.
High motivation and the ability to work as part of a team.
Responsibilities
Provide expert investment advice and guidance to clients.
Solicit new customers and increase product penetration in the existing customer base, working collectively with relationship managers to expand the client base.
Participate in and support consumer sales and marketing activities for customer acquisition and retention.
Cross-sell to existing bank customers to expand their share of wallet.
Organize, execute, and participate in sales activities and joint appointments with sales managers.
Promote the Bank’s investment or insurance products.
Build and maintain strong client relationships by understanding clients’ investment goals, risk appetites, and financial needs.
Provide regular investment performance updates, discuss market trends, and address client enquiries and concerns.
Develop personalized investment strategies aligned with clients’ objectives and risk profiles.
Analyze financial markets, economic trends, and industry developments to make informed investment recommendations and portfolio adjustments.
Stay abreast of market trends, economic indicators, and regulatory changes that may affect investment strategies and client portfolios.
Provide support, relevant training, and discussion to relationship managers.
Adhere to regulatory requirements and the Bank’s internal policies related to investment advisory services.
Maintain accurate, up-to-date records of client interactions, investment recommendations, and relevant compliance documentation.
Desired Qualifications
CMFAS certification is preferred.
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
Cross-sell 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 Bank’s 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 client's enquiries and concerns
Develop personalized investment strategies aligned with client's 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 Bank's 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