Job Description

• To manage an assigned portfolio of affluent and high-net-worth investment clients by providing professional investment advice, portfolio construction guidance, relationship management, and integrated financial solutions. The role is responsible for growing assets under management, delivering revenue targets, developing new business opportunities, and ensuring exceptional client service while operating within approved risk, governance, and regulatory frameworks

Qualifications

Type of Qualification: First Degree
Field of Study: Business Commerce, Finance or any related field

Experience Required

• 5-7 years
• The role requires  experience in a client facing or support role within the affluent space/ investments distributions /asset management  and a good understanding of operational and administrative processes as well as risk and compliance standards.
• Experience of working in a similar investments sales / advisory  environment or operations would be preferred.
• Experience in a client facing environment fulfilling client demand (investments /banking/operations), with a focus on maintaining high standards of service and problem resolution and an understanding of investment products and services available to clients

Behavioural Competencies:

• Adopting Practical Approaches
• Documenting Facts
• Empowering Individuals
• Examining Information
• Exploring Possibilities
• Following Procedures
• Interacting with People
• Team Working
• Understanding People

Technical Competencies:

• Banking Process & Procedures
• Cross and Up-Selling
• Customer Understanding
• Financial Analysis
• Mind of Customer Experience
• Product Knowledge