Investment Advisor

Chaguanas, Caroni, tt
2019-07-03 17:06:54


GUARDIAN ASSET MANAGEMENT
WESTMOORINGS

REPORTS TO: MANAGER- SALES
GAM INVESTMENTS

JOB OBJECTIVE:
The Investment Advisor acquires, develops and maintains an affluent client base for the company, utilizing its suite of Mutual Funds as well as upselling its Private Wealth offering where possible. He/She offers basic financial and investment advice, demonstrated by a thorough understanding of the companys products and services.

MAJOR RESPONSIBILITIES:
Generate business through acquisition of new clients Increase assets under management of existing clients through sale of additional products Daily Sales activities - prospecting, client meetings etc., update Pipeline Keep abreast of competitor and market information Keep clients abreast of GAMISLs new product offerings Assist clients with selection of investment options. Keep clients abreast of their investment performance Facilitate yearly portfolio allocation sessions with clients Conduct client education seminars Assist the Manager - Sales with defining, segmenting and targeting of GAMISLs Market Generate referrals, develop Centers of Influence (COIs) Ensuring that clients information is regularly updated to meet Compliance guidelines

QUALIFICATIONS:
A First Degree from a recognized tertiary educational institution preferably in Finance or finance related

EXPERIENCE:
At least two (2) years working experience in the financial services environment. At least two (2) years sales experience in a similar capacity with a proven track record of developing financial customers.

KEY COMPETENCIES:
Integrity Growth Quality Serving People Planning/Organizing/Flexibility Interpersonal and Communication Skills Problem Solving/Analytical Skills Decision Making/Risk Taking Initiative Job Knowledge/Skills

PERSONALITY:
The Investment Advisor (IA) will be extremely professional, articulate, knowledgeable, self-motivated, confident and driven to succeed in a competitive environment. He/She must demonstrate integrity and trustworthiness, have superior listening skills, have a forward thinking approach and be able to function independently. The IA must also be comfortable working as part of a team when required to do so.