Investment Advisor at Pergamon Investment Bank

About the Role

This position offers a great opportunity for career growth in investment advisory services. You will be responsible for providing expert financial guidance and building a sustainable client base across corporate and retail segments.

Duties and Responsibilities

• Provide suitable investment advice tailored to clients' needs and requirements
• Prepare and present proposals to existing and potential clients using state-of-the-art investment planning tools
• Meet with clients to understand their financial objectives and develop appropriate strategies
• Explain complex investment information in a clear and accessible manner
• Manage, maintain, and build new and existing client relationships
• Grow your client book within the first 6 months and consistently thereafter
• Adhere to compliance, operational procedures, and practice management standards
• Stay current with product information, performance data, and industry changes
• Consistently achieve allocated Sales Production Targets as per performance scorecard

Required Education and Professional Qualifications

• Bachelor's degree or Diploma in a relevant field
• Relevant Commercial or Financial tertiary qualification
• CISI Module I and II
• Postgraduate Diploma in Investment Planning (advantageous)

Required Experience and Knowledge

• 5 years' experience in the Financial Services industry in a Sales role within Asset/Wealth and Investment management
• Knowledge and understanding of allocated market dynamics
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Investment Planning and Advisory Services
• Knowledge and understanding of investment planning through meaningful client engagements
• Knowledge of consultative sales methodology
• Experience using CRM systems

Required Skills

• Strong sales, interpersonal, and business-oriented acumen
• Prospecting skills
• Consultative selling skills
• Analytical and numerical skills
• Strong presentation skills