Investment Advisor

The Investment Advisor is a management level position, contributing to The Bank overall success by contributing to the quality and effectiveness of the Organization sales effort.

  Our Client in the Banking and Financial Sector is looking for an Investment Advisor

The Investment Advisor is a management level position,
contributing to The Bank overall success by contributing to the quality and
effectiveness of the Organization sales effort. Assigned goals include specific
personal goals, sales activity goals, along with other objectives related to
teamwork, customer service standards and compliance.

Job Responsibilities

• 
  Market and sell all products and services of the
  company to both existing and prospective clients in keeping with the company’s
  guidelines to achieve set targets with respect to acquiring clients and booking
  profitable transactions.
• 
  Provide suitable financial advice and portfolio
  planning services to existing and new investment clients.
• 
  Provide an exceptional customer experience for high
  net worth clients and ongoing relationship management.
• 
  Conduct presentations to boards, group of
  investors and branch staff as requested.
• 
  Review clients’ portfolio and recommend
  adjustments in strategy in line with changing market or changing client needs
  at least annually.
• 
  Visiting assigned Units / Branches to uncover
  referral opportunities and increase the awareness of the Company’s Investment
  offering.

Requirements

University degree in Business Administration / Finance , or equivalent
qualifications from a reputable University of recognized professional body.

Personal Financial Planner (PFP), or the Trinidad &
Tobago Certified Financial Advisor of similar accredited/training.

Sound knowledge of portfolio planning, asset allocation strategies,
risk/return, stocks, bonds, mutual funds.

Experience in dealing with high net worth and institutional
clients.

Strong negotiating skills with expert knowledge in
sales/closing skills.

Excellent communication and relationship building skills.

Minimum three (3) years’ experience in a similar position.

Note, unsuitable
applications will not be acknowledged.