Institutional and Investment Advisory Specialist at U-Connect Human Resources Consulting

Job Summary

• As an Institutional and Investment Advisory Specialist, you are to originate and deal with High Net-Worth/Ultra Net-Worth Clients and corporate organizations such as Banks, Law firms, Government Offices – Ministries and Parastatals, Social and Civic Clubs with the goal of introducing our products and services to assist them in achieving their financial objectives.

Duties / Responsibilities

• Originate deals by collaboration with the Lead Management Team, Client Engagement Team, and Business Managers to activate Wealth Management deal
• Establish and maintain relationships with High-net-worth individuals and institutional clients.
• Conduct thorough research on investment opportunities, financial markets, and economic trends.
• Monitor portfolio performance and conduct periodic rebalancing to maintain target asset allocations into other diversified portfolios.

Role-Specific Technical Competencies

• Strong Knowledge of financial markets, investment products, and sales.
• Ability to work quickly and accurately under pressure
• Must be an effective communicator and presentable
• Good Analytical Skills
• Overall understanding of Wealth Management and Investment Advisory