Investment Marketer at Swift Consulting

REQUIREMENTS:

• Bachelor’s degree in finance, business, or a related field.
• Proven experience in sales or business development, preferably in financial services.
• Strong understanding of investment products and market dynamics.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Relevant certifications are a plus.

MAJOR RESPONSIBILITIES:

• Identify and cultivate new business opportunities in the investment sector.
• Build and maintain strong relationships with clients, providing expert advice on investment strategies.
• Conduct market research to understand trends and customer needs.
• Prepare and deliver compelling presentations to prospective clients.
• Collaborate with internal teams to ensure client satisfaction and retention.
• Meet or exceed monthly and quarterly sales targets.
• Competitive salary and commission structure.
• A collaborative and supportive work environment.