Investment Consultant / Relationship Manager

What You’ll Do

You will acquire, build and manage a relationship practice made up of both new and existing clients, focusing on:

• Client acquisition and retention
• Asset growth and protection
• Provision of client-focused solutions

Typical daily activities include:

• Proactively participating in business development and client acquisition activities
• Reviewing prospect and client portfolios
• Proposing needs-based solutions to prospects and clients
• Attending to and responding to customer queries professionally, both in person and via phone

Our incentive programme rewards both your effort in client acquisition and retention. Incentives begin from your first closure. We value integrity, open communication, and a relentless focus on the client.

What You Need to Have

• A Diploma or Degree, preferably in Business, Banking & Finance, or Engineering
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