About the job
Investment Executive Job Description
Job Brief:
Contacting decision makers of high-profile companies/or individuals and setting up meetings.
Assessing a client’s risk profile and providing strategic advice across a variety of financial products and services
Assessing client’s overall financial picture, understanding their needs, and developing their ideal portfolio
Cultivate client base and build win-win relationships
Managing client portfolios and maintaining a strong relationship
Responsibilities:
Prospecting for New Business/Business Development:
Initial phone prospecting for new business (cold calling)
Prospecting through existing social and business networks
Network, generate leads and grab opportunities to sell and meet sales quotas
Preparation of lists of prospective/target clients & maintenance of target lists
Keep abreast of new industry’s trends and research markets to back up financial consulting
Client Visitation, Presentation & Sales:
Sales presentations/pitches of financial products to corporate and HNWI prospects
Distribution of up-to-date marketing materials to existing clients and prospects
Daily in-office and out of office meetings with prospects and clients
Assisting clients on filling out account opening documentation accurately
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 to product knowledge of, Fixed Income, Securities, Offshore Investments, Unit Trusts & Pension Products
Oversee the course of the portfolio and update it, if necessary, after quarterly client meetings
Comply with all current industry rules and regulations.
Successful Candidates for the Investment Executive position typically possess:
An extremely outgoing, confident personality
Be self-motivated and be able to express themselves professionally
Strong communication, negotiation, and presentation skills
Have a serious interest in a long-term career in investment banking
Ability to analyse market’s financial data and to provide appropriate data-based advice
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Proficient in Word, Excel, Outlook, and PowerPoint
Apply via :
www.linkedin.com
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