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Reporting to the Head of Department, you will work as part of the country advisory council to provide a monthly "actionable investment map" to front liners. You will also work with the product managers to increase the front-lines cross-sell penetration via constant on-job coaching and bi-weekly workshops.
Providing daily market and product update to the sales force
Conducting frequent in-branch investment seminar for customers
Co-managing selected customers together with the front liners to provide regular market update and portfolio management
Strategising with the product managers for product launch, which includes training, sales script, objection handling and customer event
Increasing the customer product holding by advocating portfolio diversification and asset allocation
Building the bank wealth management brand name and increasing the Net-Promoter-Score (NPS) via campaign series and front-line engagement
To succeed in the Investment Advisor job, you will need to have the ability to work effectively and cooperatively with the wealth management team and its segments.
Strong leadership qualities with excellent interpersonal skills and multinational awareness and sensitivity
Effective verbal and written communication skills, able to deal effectively with people at all levels (internal and external) in difficult and complex situations
Has knowledge and understanding of banking products and services in strategic asset allocation
In-depth understanding of key business drivers in dedicated geographical market(s) with sound understanding of the legal, political and economic situation / framework
Focused, driven to lead, highly motivated and a self-starter
This international retail bank needs no introduction and is recognised as the leader in their field of expertise. The culture is demanding but if you are highly motivated and have a can-do attitude, the potential rewards are significant. The firm is also very focused on developing and training their people to the highest standards.
If you are driven, determined and want to take the next step in your career, this is the role for you. Great career progression opportunities await the right person in this exciting Investment Advisor job.
Apply today to discuss this new opportunity.
Business Registration Number: 729828-T Licence Number: JTK2125