Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the central contact for clients and provide excellent, needs-based, service-oriented personal advice. You will develop tailored solutions for clients with investment needs, take overall responsibility for client service, acquire and maintain client relationships, and actively contribute to growth plans.
Requirements
- Extensive securities knowledge
- Practical experience in investment advisory
- Sound commercial banking education
- Ability to acquire new clients
- Negotiation skills
- Communication skills
- Commitment
- Teamwork
- Sound written and spoken English is an advantage
Responsibilities
- Serve as the central contact for all client matters
- Provide needs-based and service-oriented personal advice
- Develop tailored solutions for clients with investment needs
- Take overall responsibility for client service
- Build and maintain new client relationships
- Contribute actively to growth plans
Benefits
- Company laptop
- Company mobile phone
- Flexible working hours
- Restaurant or grocery voucher card
- Social allowances
- Public transport ticket
- Company bicycle
- Holistic health management
- Social fund for challenging life situations
- Employee discounts
- Group supplementary insurance