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Investment Advisor (Bank)

An international bank is seeking to recruit an enthusiastic candidate to form part of their young dynamic team of professionals, with a wish to work in an environment that promotes team spirit, communication and rewards competence.

Responsibility:

  • Prepare formal investment recommendations for customers
  • Retention of existing clients
  • Assist in developing prospect relationships and to retain those new relationships
  • Assist in on-boarding of clients
  • Performance reviews of clients’ accounts
  • Monitoring of clients' accounts and portfolios

Requirements:

  • Bachelor’s Degree in Banking and Finance or a relevant qualification
  • Minimum 1 year experience in a similar position
  • Good working knowledge of MiFID2
  • Capable of managing clients’ requirements accurately and efficiently
  • Strong command of English, both oral and written