Investment Relationship Specialist
2 weeks ago
Investment Relationship Specialist
We are seeking a highly motivated and results-driven Investment Relationship Specialist to join our team. As an Investment Relationship Specialist, you will be responsible for building and maintaining strong relationships with clients, identifying and capitalizing on sales opportunities, and staying informed on market trends and financial products to provide expert guidance.
Key Responsibilities:
- Build and maintain lasting client relationships by understanding their financial goals and offering tailored investment solutions.
- Identify and capitalize on sales opportunities to achieve and exceed targets.
- Stay informed on market trends and financial products to provide expert guidance.
- Collaborate with internal teams to ensure seamless service delivery and exceptional client satisfaction.
Required Skills and Qualifications:
- Strong sales acumen and a client-focused approach.
- Excellent interpersonal and communication skills to build trust and rapport with clients.
- Educational Qualification: Polytechnic Diploma or higher.
- CMFAS certification (e.g., M1, M5, M6, or others) is an advantage and will set you apart.
Benefits:
- Access to a wide range of innovative financial products to empower your clients.
- Professional training programs to enhance your knowledge and skills.
- Recognition of your achievements through promotions, bonuses, and globally-recognised awards.
- Exciting yearly incentive trips to premier destinations as part of your success story.
About the Role:
This is an exciting opportunity to join a dynamic team where your skills and efforts are celebrated. If you're ready to excel in a role where you can make a real impact, we'd love to hear from you.
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