Investment Executive at Dry Associates Limited Investment

Some of the duties associated with the Investment Executive position are:
PROSPECTING FOR NEW BUSINESS/ BUSINESS DEVELOPMENT:

• Initial phone solicitation for new business (cold calling)
• Solicitation through existing social and business networks
• Preparation of lists of prospective/ target clients & maintenance of prospect book

CLIENT VISITATION & PRESENTATION & SALES:

• Sales presentations of financial products tcorporate and HNWI prospects in person
• Distribution of up-to-date marketing materials texisting clients and prospects
• Daily in-office and out of office meetings with prospects and clients, including meetings at prospect/client homes and places of work and follow up emails
• Assisting clients filling out account opening documentation o
• 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 tproduct knowledge of, Fixed Income Securities, Offshore Investments, Unit Trusts & Pension Products
• Successful Candidates for the Investment Executive
• An extremely outgoing, confident personality
• Be self-motivated and be able to express themselves professionally in English Have a serious interest in a long-term career in investment banking.
• An “A” level, “O” level (IGCSE), IB or other international secondary school qualification
• An Undergraduate degree with a second-class upper honours / 3.0 Grade Point Average or above
• A Master’s Degree and/or relevant experience are a plus