Investment Specialist
1 month ago
**Role and responsibilities**:
Overview
**Responsibilities**:
Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal)
Develop a servicing strategy for assigned clients, with the help of the Head of Client Service
Drive specific client projects on an ongoing basis. These may be investment or business related projects.
Assist in the planning and organisation of client events throughout the year.
In time, the expectation would be that the individual manages quarterly “Investment Committee” meetings with clients and potentially present on behalf of the business at certain client presentations.
The role would also focus on assisting the advisors with requests from their clients or other investment or business queries. These will include but are not limited to:
Investment Portfolio reviews
Portfolio performance queries
General investment market views
General industry research
Business support and consulting
**Qualifications**:
Experience
- At least 5 years investment industry-related experience, but ideally more
- Experience liaising and presenting to clients
- Understanding of retail asset management, as well as the financial advice industry
- Client oriented experience
Skills & Competencies
- Ability to work collaboratively
- Building and maintaining relationships
- Client focus
- Excellent written, verbal and presentation skills
- Demonstrating ethics and integrity
- Displaying drive and purpose
- Stress tolerance
- Resilience and adaptability
- Working across teams
- Good planning and organizing skill
Personality
- Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion
- Attention to detail, goal orientated and a willingness to learn and be hands on
- Highly organized, good at multi-tasking and able to deal with people at all levels
Systems
- Strong Microsoft Excel
- Microsoft Word
- PowerPoint
For confidential enquiries call Ian on 083 6599659
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