Senior Financial Investment Specialist
4 weeks ago
High-net-worth clients seek tailored investment strategies, driving the need for a skilled professional to cultivate strong relationships and exceed sales goals. The ideal candidate will possess a strong finance background, excellent communication skills, and the ability to navigate complex regulatory requirements while upholding the highest standards of integrity.
Key Responsibilities:
• Establish and maintain a strong client network through effective relationship-building and communication.
• Identify client needs and offer customized investment solutions, promoting long-term partnerships.
• Deliver outstanding customer experience, ensuring client satisfaction and loyalty.
• Meet sales targets and drive business growth, actively contributing to the company's success.
Requirements:
• Completed BCom degree in finance or a related field.
• 1 or more years of experience in a client-facing role, preferably in the financial sector.
• Strong analytical and problem-solving skills, with the ability to navigate complex financial data.
• Excellent communication and interpersonal skills, with a proven ability to build and maintain strong relationships.
Benefits:
Kontak Recruitment offers a dynamic work environment, competitive compensation, and opportunities for professional growth and development.
Apply now and take the first step towards a rewarding career in financial investments.
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