Investment Executive at Dry Associates Limited Investment

Dry Associates is recruiting for Investment Executives, We looking for dynamic hardworking driven sales executives, some financial background is helpful but not essential, we are looking for people who are willing to learn, develop and grow their portfolio. We have a very generous commission structure, and medical and pension for confirmed team members.

Job Brief:

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

RESPONSIBILITES

1. Prospecting for New Business/Business Development: Initial phone prospecting for new business (cold calling)
   1. Prospecting through existing social and business networks
   2. Network, generate leads and grab opportunities to sell and meet sales quotas
   3. Preparation of lists of prospective/target clients & maintenance of target lists
   4. Keep abreast of new industry’s trends and research markets to back up financial consulting
2. Client Visitation, Presentation & Sales:
   1. Sales presentations/pitches of financial products to corporate and HNWI prospects
   2. Distribution of up-to-date marketing materials to existing clients and prospects
   3. Daily in-office and out of office meetings with prospects and clients
   4. Assisting clients on filling out account opening documentation accurately
   5. Facilitation of client funds transfers
   6. Facilitation of documentation associated with placement of funds
3. Client Maintenance & Knowledge:
   1. Servicing of existing clients monthly
   2. Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of, Fixed Income, Securities, Offshore
   3. Investments, Unit Trusts & Pension Products
   4. Oversee the course of the portfolio and update it, if necessary, after quarterly client meetings
   5. Comply with all current industry rules and regulations

Successful Candidates for the Investment Executive position typically possess:

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