Investment Advisor - Marketing GAMISL

He/she is responsible for meeting with clients in person for the purpose of closing sales that would have been received via all lead generation campaigns and activities. He/she is ideally responsible for client acquisition, maintenance, and retention of Assets Under Management (AUM).

JOB OBJECTIVE:

The Investment Advisor provides overall support to the Manager – Marketing in meeting the company’s marketing objectives and targets.  He/she ensures that the process involved are managed seamlessly to achieve service excellence internally and externally.  He/she is responsible for meeting with clients in person for the purpose of closing sales that would have been received via all lead generation campaigns and activities.  He/she is ideally responsible for client acquisition, maintenance, and retention of Assets Under Management (AUM).

MAJOR RESPONSIBILITIES:

1.  Leads Campaign

Actions all leads assigned from the various lead generation campaigns:

• record all information on Hubspot

• Leads

• Success or failure of lead

• Dollar value invested/lost

• Closed sale / Lost sale (reasons for the later)

• Customer follow up, prospect building, and administrative tasks and required pipeline reporting

• Work closely with clients to provide customized recommendations to help meet their financial goals.

• Consult with clients on risk tolerance, investment strategies, options, products and services that are suitable for their needs. 

2. Client Relationship

• Build a strong and long-term relationship with clients.

• Follow up, ensuring that all client enquiries and requests are handled promptly and accurately.

• Keep clients abreast of GAM’s new product offerings, policies and procedures.

• Keep clients abreast of their investment performance semi – annually / annually.

3. Client Education & Brand Recognition

• Keep abreast of competitor and market information.

• Conduct client education seminars/presentations.

• Participate in various group Sales strategies e.g. Social Media, referral campaigns etc. 

4. Perform any other job- related duties as assigned by the Manger – Marketing.                                                                  

EDUCATION:

• A First Degree from a recognized tertiary educational institution preferably in Finance or finance related.
• 5 CXC/CSEC Passes including Mathematics and English Language
• 2 A’Level /CAPE passes
• LCCI Sales Diploma

 KNOWLEDGE AND EXPERIENCE:

•  1-2 years’ experience in a Sales environment
• 1-2 years’ experience in the Financial sector