Investment Executive at GVA Partners

Our client is looking to hire Investment Executives with the primary responsibilities of business development and  relationship  management  by  identification,  client  acquisition  and  portfolio  management  of  well serviced clients.

The Investment Executive will demonstrate knowledge of investments and financial markets and work with clients as a trusted financial  advisor,  discussing  their  investment  and  wealth  management  needs  and  recommending  the appropriate investment solution within our range of investment products across different asset classes and time horizons.

The ideal candidate will have experience in managing the needs of clients in the middle income and high net worth (HNI) segments. They will be required to have extensive networks with clients in the high value segments and have excellent relationship management skills.

Essential Functions:

• Client   Acquisition:   Develop   and   implement   a   client   acquisition   plan   to   achieve   sales   and profitability objectives as defined by Wealth Manager.
• Build  referral  pipelines  and  develop  strong  partnerships  to  help  develop  and   grow  client relationships.
• Utilize  a  consultative  and  advisory  sales  approach  to  identify  needs  and  deliver  appropriate solutions across all the clients’ investments needs to broaden relationship with clients.
• Maintain  a  high  level  of  product  knowledge  and  full  understanding  of  products  and  services available across our investment offerings.
• Recommend investment products and services that are suitable to the client and their needs
• Manage a book of clients with assets under management and serve as primary point of contact for all of clients' investment needs.
• Review client   accounts   on   a   regular   basis   keeping   them   informed   on   the   status   of   their investments.
• Contact clients regularly to review portfolio and make any necessary recommendations
• Develop,  institute,  and  maintain  programs  relating  to  new  business  development  and  sales promotions
• Execute a disciplined approach to achieving business growth goals while focusing on the client experience.
• Deliver on performance goals, such as driving growth of assets under management and expanding the breadth and depth of client relationships through product penetration
• Prioritize  and  manage  book  of  clients,  constantly  searching  for  opportunities  to  enhance  client delight and advance our standing as the client's trusted advisors.
• Take  a  client-focused  approach  by  being  a  reliable  expert  on  the  client's   investments  and relationship needs and elevating to the status of a trusted advisor and winning wallet share

Qualifications:

• Bachelor's   degree   with   a   minimum   of   5   years’ experience   in   sales   and   financial   services relationship management.
• Excellent Interpersonal and relationship building skills - Ability to connect with customers, clients, and co-workers.
• Strong personal drive and commitment to achievement.
• Possess superior quantitative and analytical skills
• Ability to work independently or in a group setting with minimal to no supervision
• Knowledge of the financial markets
• Demonstrate good sound judgment
• Effective Oral/Written Communication, Adaptability, Initiative, and Customer Service skills.
• Previous experience in banking/asset management or wealth management (stock brokering sales) is mandatory.