Investment Advisor at Alan & Grant

Job Summary

• We are seeking a results-driven Investment Advisor to join our Asset Management department. In this role, you will drive business growth by prospecting for new clients, identifying their financial needs, and managing long-term relationships.
• You will leverage a deep knowledge of company products to provide comprehensive consultations, cross-sell services, and deliver exceptional customer satisfaction while promoting a positive corporate image.

Key Responsibilities

• Maintain a deep knowledge of company products and services.
• Build and maintain strong relationships with prospective and existing clients.
• Research and pursue new business opportunities.
• Identify clients' needs and requirements and propose suitable solutions.
• Provide clients with comprehensive product/service consultations and guide their decision-making process.
• Upsell and cross-sell products/services to clients.
• Resolve complaints and issues efficiently and in a timely manner.
• Prospect for new clients and ensure client satisfaction.
• Developing and implementing marketing strategies to grow the customer base.
• Build long-term relationships with clients and customers.
• Create strategies and work with clients to boost their brand.
• Help promote and maintain a positive company images

Requirements

• B.Sc. Business Administration, marketing, communication, or a related field.
• 2-3 years' experience in relationship management/customer service
• Strong presentation skills
• Excellent written and verbal communication skills
• Highly organized and detail oriented
• Good conflict resolution and problem-solving skills
• Leadership and team management skills
• Proficient use of Microsoft Office