Investment Advisor at Pergamon Investment Bank

About the role

• An exciting career opportunity is available for Investment Advisors to service the corporate and retail segments of Pergamon Investment Bank.
• The key purpose of this role is to provide professional financial services to our clients within these segments. The successful candidate will be responsible for sourcing, retaining and growing a client base by implementing financial planning solutions in line with the client’s needs.
• The successful candidate will be expected to carry out the following duties and responsibilities:

Duties and Responsibilities

• Providing suitable advice to best fit the needs and requirements for clients.
• Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
• Meeting clients to understand their financial objectives.
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 6 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a sustainable book of clients in the corporate and retail segments of Pergamon Investment Bank.
• Consistently achieving the allocated Sales Production Target as per a performance scorecard.

Formal Qualifications:

• Bachelor’s degree/Diploma in relevant field
• Relevant Commercial/Financial Tertiary qualification
• CISI Module I and II
• Postgraduate Diploma in Financial Planning Advantageous

Experience and Knowledge:

• 5 years’ experience in the Financial Services industry in a Sales role within the
• Asset/Wealth and Investment management spaces
• Knowledge and understanding of the dynamics in allocated market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Knowledge of and understanding of the consultative sales methodology

Computer Literacy:

• Proficient in MS Office
• Experience using CRM

Interpersonal and Intrapersonal Skills:

• Strong sales, interpersonal and business-orientated person with the acumen to build
• client relationships
• Networking
• Prospecting skills
• Personal Branding
• Social Selling skills
• Virtual Selling Skills
• Consultative Selling skills
• Lifelong Learning
• Self-driven: Able to work independently
• A passion for the financial planning environment
• Relationship management and networking skills
• Able to plan and manage time effectively
• Analytical and numerical skills with the ability to analyze and interpret statistical  information
• Impeccable work ethic
• Team-orientated
• Strong presentation skills
• Emotional Intelligence

Industry Background:

• Asset Management
• Commercial banking (Deposit Mobilization)
• Investment Banking

Employment Type

• Full-time

Job Functions

• Client Service
• Financial Planning
• Investment Advisory
• Account Management
• Sales