About the job
Investment Executive Job Description
Job Brief:
- Contacting decision makers of high-profile companies/or individuals and setting up meetings.
- Assessing a client’s risk profile and providing strategic advice across a variety of financial products and services
- Assessing client’s overall financial picture, understanding their needs, and developing their ideal portfolio
- Cultivate client base and build win-win relationships
- Managing client portfolios and maintaining a strong relationship
Responsibilities:
1. Prospecting for New Business/Business Development:
- Initial phone prospecting for new business (cold calling)
- Prospecting through existing social and business networks
- Network, generate leads and grab opportunities to sell and meet sales quotas
- Preparation of lists of prospective/target clients & maintenance of target lists
- Keep abreast of new industry’s trends and research markets to back up financial consulting
2. Client Visitation, Presentation & Sales:
- Sales presentations/pitches of financial products to corporate and HNWI prospects
- Distribution of up-to-date marketing materials to existing clients and prospects
- Daily in-office and out of office meetings with prospects and clients
- Assisting clients on filling out account opening documentation accurately
- Facilitation of client funds transfers
- Facilitation of documentation associated with placement of funds
3. Client Maintenance & Knowledge:
- Servicing of existing clients monthly
- Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited to product knowledge of, Fixed Income, Securities, Offshore Investments, Unit Trusts & Pension Products
- Oversee the course of the portfolio and update it, if necessary, after quarterly client meetings
- Comply with all current industry rules and regulations.
Successful Candidates for the Investment Executive position typically possess:
• An extremely outgoing, confident personality
• Be self-motivated and be able to express themselves professionally
• Strong communication, negotiation, and presentation skills
• Have a serious interest in a long-term career in investment banking
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Proficient in Word, Excel, Outlook, and PowerPoint
Position Type:
Entry level
Salary Range:
50,000 – 60,000
Uncapped commissions between 10 – 30% based on revenue generated.
Starting Date:
TBA
Disclaimer.
This Job Description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties. Your responsibilities, tasks, and duties might differ from those outlined in this Job Description, other duties, as assigned, might be part of the job.
