Job Opportunities API

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 managers Compliance 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 player Professional Accreditation: • CMFAS Certification preferred