Job Brief: 

• Contacting decision makers of high-profile companies/or individuals and setting up meetings.
• Assessing a client’s risk profile and providing strategic advice across a variety of financial products and services
• Assessing client’s overall financial picture, understanding their needs, and developing their ideal portfolio
• Cultivate client base and build win-win relationships
• Managing client portfolios and maintaining a strong relationship

Responsibilities: 

Prospecting for New Business/Business Development: 

• Initial phone prospecting for new business (cold calling)
• Prospecting through existing social and business networks
• Network, generate leads and grab opportunities to sell and meet sales quotas
• Preparation of lists of prospective/target clients & maintenance of target lists
• Keep abreast of new industry’s trends and research markets to back up financial consulting

Client Visitation, Presentation & Sales: 

• Sales presentations/pitches of financial products to corporate and HNWI prospects
• Distribution of up-to-date marketing materials to existing clients and prospects
• Daily in-office and out of office meetings with prospects and clients
• Assisting clients on filling out account opening documentation accurately
• Facilitation of client funds transfers
• Facilitation of documentation associated with placement of funds

Client Maintenance & Knowledge: 

• Servicing of existing clients monthly
• Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of, Fixed Income, Securities, Offshore Investments, Unit Trusts & Pension Products
• Oversee the course of the portfolio and update it, if necessary, after quarterly client meetings
• Comply with all current industry rules and regulations.

Successful Candidates for the Investment Executive position typically possess: 

• An extremely outgoing, confident personality
• Be self-motivated and be able to express themselves professionally
• Strong communication, negotiation, and presentation skills
• Have a serious interest in a long-term career in investment banking
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Proficient in Word, Excel, Outlook, and PowerPoint