Investment Counsellor, Premier Banking
- Permanent, Full time
- BeathChapman , EA Licence No: 16S8112
- 19 Feb 18 2018-02-19
Investment Specialist Role in a strong brand with extensive network of premier clients. Holistic approach to sales & services and great career progression opportunities. Competitive remuneration package for the strong performers
Key Roles & Responsibilities
- Deliver holistic investment advisory to Premier clients.
- Strong focus on mutual funds, UTs, Structure Products, Treasury Products and Bonds.
- Assess client’s risk appetite, investment preference and return expectations.
- Monitor market returns and follow up with clients timely
- Ensure strong compliance and regulation practises
- Bachelor degree from a reputable organisation
- Minimum 5 years of experience in Sales or Advisory role
- Strong knowledge in investment products and financial markets
- Strong regulatory and compliance knowledge
For keen candidates, please write to Elaine at firstname.lastname@example.org or call 66920703. Thank you!
EA License: 16S8112 | Reg No.: R1440342