Investment Advisor at Pergamon Investment Bank

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 investment planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Investment 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

REQUIREMENTS

Education and Professional qualifications:

• Bachelor’s degree/Diploma in relevant field
• Relevant Commercial/Financial Tertiary qualification
• CISI Module I and II
• Postgraduate Diploma in Investment Planning is 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 Investment Planning and Advisory Services
• Knowledge and understanding of investment planning through meaningful client engagements
• Knowledge of and understanding of the consultative sales methodology
• Experience using CRM
• Prerequisite Skills:
• Strong sales, interpersonal, and business-oriented acumen
• Prospecting skills
• Consultative Selling skills
• Analytical and numerical skills
• Strong presentation skills
• Industry Background:
• Asset Management
• Commercial Banking (Deposit Mobilization)
• Investment Banking