Investment Advisor at Pergamon Investment Bank

About the Opportunity

This position offers a great opportunity for career growth within a dynamic investment banking environment.

Duties and Responsibilities

• Provide suitable 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
• Explain complex investment advisory information in a clear and accessible way
• Manage, maintain, and build new and existing client relationships
• Grow a client book within the first 6 months and consistently thereafter
• Adhere to compliance, operational procedures, and practice management standards
• Stay abreast of product information, performance, and industry changes
• Build a sustainable book of clients in the corporate and retail segments
• Consistently achieve allocated Sales Production Targets as per performance scorecard

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)

Experience and Knowledge

• 5 years' experience in the Financial Services industry in a sales role within Asset/Wealth and Investment management spaces
• Knowledge and understanding of dynamics in the allocated market
• 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
• Understanding 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