Investment Executive at Estrada International Staffing Solutions

Job Description

• The Ideal candidates will be responsible for seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.

Responsibilities
Investment Fund Sourcing:

• Source and secure investment funds on behalf of the company, ensuring competitive rates and terms.
• Identify and pursue new clients and business opportunities to expand the company’s client base.

Financial Analysis & Strategy:

• Analyze and Investigate financial information obtained from clients to develop strategies for meeting their financial objectives.

Market Monitoring:

• Monitoringthe financial market and trends to stay ahead of developments, encouraginghigh sales and good customer service practices.

Fund Management:

• Source funds for the company’s portfolio at competitive rates in the market.
• Ensure the effective delivery of the company’s daily, weekly, and monthly Investment Banking targets through financial intermediation, advisory, and investment services.

Client Relationship Management:

• Develop, manage, and promote healthy relationships between the organization and its clients.

Reporting & Documentation:

• Prepare and present weekly reports to the line manager and any other duties assigned

Job Requirements

• Bachelor’s degree in Marketing, Economics, or a related field.
• Proven experience in investment management, financial advisory, or related roles.
• Minimum of 3 years of experience in sales or a related field within the financial services orcapital markets sector.
• Strong understanding of financial markets, investment products, and client management.
• Excellent analytical, negotiation, and communication skills.
• Excellent communication and interpersonal skills
• Excellent relationship management skills.

Salary & Benefits
Competitive, based on experience and the value of the candidate's client portfolio. Salary will be negotiated to align with the candidate's ability to meet sales targets.