Sales Investment Manager at White Crust Limited

• As an Investment Officer, you will be responsible for generating investments, managing and overseeing the investment portfolios of clients or an organization.
• You will work closely with clients to understand their financial goals and risk tolerance and develop investment strategies to help them achieve their objectives.
• Additionally, you will monitor market trends, analyze investment opportunities, and make recommendations to optimize portfolio performance.

Key Responsibilities

• Utilize your recent experience as a direct sales agent in a bank to identify, prospect, engage and sell our financial products to potential investors.
• Cultivate and maintain strong relationships with clients, understanding their financial goals and recommending investment strategies that align with their objectives.
• Actively promote our diverse range of investment products and services, highlighting their benefits and advantages.
• Stay current with market trends, economic conditions, and regulatory changes to provide accurate and informed investment advice.
• Collaborate with cross-functional teams to enhance our product offerings and develop effective sales strategies.
• Achieve and exceed individual and team sales targets, consistently contributing to the growth of the organization.

Qualifications

• Bachelor's Degree in Finance, Economics, Business, or a related field.
• Minimum of recent 3 years of direct sales experience as a sales agent in a banking environment.
• Proven track record of meeting or exceeding sales targets in the banking or financial sector.
• In-depth understanding of investment products, financial markets, and economic trends.
• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Excellent negotiation and closing skills, with a consultative sales approach.