Investment Consultant

Business Development and Marketing - Primary responsibility will be to provide expert investment advice and guidance to clients - Solicit new customers and increase product penetration in existing base, work collectively with relationship managers to expand client base. - Participate and support consumer sales marketing activities for customers’ acquisition and retention - Cross-sell to existing bank customers to expand customers’ share of wallet - Organize, execute and participate in sales activities and joint appointments with Sales Managers - Promote the Bank’s investment or insurance products Client relationship Management: - Build and maintain strong relationship [p with clients' understanding their investment goal, risk appetite and financial needs. - Provide regular updates on investment performance, discuss market trends and address client's enquiries and concerns - Develop personalized investment strategies aligned with client's objectives and risk profiles - Analyze financial market, economic trends, industry developments and make informed investment recommendations a adjustments to client' portfolio - Market Research and training - Stay abreast of market trends economic indicators, and regulatory changes that may impact investment strategies and client portfolios - Provide support and relevant training and discussion to relationship managersCompliance and Regulations - Adhere to regulatory requirements and Bank's internal policies related to investment advisory service. - Maintain accurate and up to date records of clients' interactions, investment recommendations and any relevant compliance documentation - Degree in Banking/Business Administration/Economics - Minimum 2 - 5 years of relevant experience in retail banking preferably with experience in investment or insurance products   - High achiever in previous capacity with no adverse sales or service related complaints in the past 12 months - Excellent communication and interpersonal skills - Highly motivated and a good team playerProfessional Accreditation: - CMFAS Certification preferred