Investment Advisory Professional
1 week ago
Job Title ">
A highly skilled and dynamic individual is sought to join our team as an Investment Advisor. This role offers immense opportunity for growth and self-development within a rapidly growing business environment.
">Responsibilities:
">- ">
- Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals; ">
- Contribute to the corporate revenue targets on a quarterly basis; ">
- Generate new business from agreed referral sources through various networking activities including managing relationships between the Company and your referral sources; ">
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity; ">
- Effectively manage the relationship between the Client and the Companyas well as the various banking relationships the Clients may have. ">
Requirements:
">A recognized degree with more than 5 years of experience in the banking and financial services with an outstanding sales track record of financial and investment products.
">Benefits:
">This role necessitates close alignment with the core advisory and wealth management activities of the Firm and thus offers significant scope for learning and aspiring to front office career opportunities over time.
">About Us
">We are a preeminent multi-family office providing holistic and tailored investment advice to high net-worth individuals and families for long term wealth accumulation and preservation.
">Contact Information
">Please forward us your CV to
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