Investment Advisor

DUTIES AND RESPONSIBILITIES

• Maintain in-depth knowledge of the company’s products, services, and value proposition to effectively engage clients and prospects
• Build, manage, and grow strong relationships with existing and prospective clients across key segments
• Identify, develop, and pursue new business and partnership opportunities to drive revenue growth
• Assess client needs, business challenges, and objectives, and recommend tailored solutions that create value
• Deliver high-quality product and service consultations, guiding clients through informed decision-making
• Develop upselling and cross-selling initiatives to maximise wallet share and long-term client value
• Manage and resolve client issues and complaints promptly, ensuring a high level of customer satisfaction and retention
• Proactively manage client portfolios, ensuring consistent engagement and service delivery
• Design and execute client acquisition and retention strategies in collaboration with marketing and business development teams
• Support the development and execution of marketing and growth initiatives to expand the customer base
• Work with clients to strengthen their brand positioning and achieve their business objectives
• Represent the company professionally and help maintain a strong, positive brand and market presence.

EDUCATIONAL & PROFESSIONAL QUALIFICATION

• B.Sc. Business Administration, marketing, communication, or a related field.

EXPERIENCE

• 3 – 5 years’ experience in relationship management/customer service

COMPETENCY REQUIREMENTS

• Strong presentation skills
• Excellent written and verbal communication skills
• Highly organised and detail-oriented
• Good conflict resolution and problem-solving skills
• Leadership and team management skills
• Proficient use of Microsoft Office