Investment Consultant

An exciting Investment Consultant job has just become available at one of the leading local banks.

About the Investment Consultant Role:
In this role, you will be responsible for the growth and development of the wealth management portfolio for the bank’s affluent and high-net-worth customers.

Key Responsibilities:

• Increase investment penetration of overall wealth management portfolio through asset allocation and portfolio diversification and rebalancing strategies
• Stay informed of competitors’ products and services and current market trends to keep the bank and competitive
• Provide training to new Relationship Managers and liaise with local and offshore HR training teams with training programmes that may be suitable for Relationship Managers
• Provide investment advice to RMs and clients to meet client’s desired risk/investment performance requirements and increase bank’s share of client wallet

To succeed in this role, you must have at least eight years' significant work experience in treasury, or investments advisory for affluent and/or high-net-worth clients.

Key Requirements:

• Skilled in marketing investment products, preferably with certifications
• Strong customer orientation with an inclination towards business development and sales
• Excellent written, communication, and interpersonal skills
• Strong motivation and personal drive to succeed

This company is much more than financial services and is anything but traditional. They have the people and ethos to act with speed, innovation, enterprise and creativity. The scope of the offer, the size of the business, the freedom and autonomy to drive your career forward all adds up to a great place to work.

If you have the drive and determination to contribute to a growing business, this Investment Consultant role is for you.

Apply now to learn more.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.