Investment Officer at Ultraviolet Microfinance Bank

About the Role

As an Investment Officer, you’ll play a pivotal role in managing relationships with high-net- worth individuals (HNWIs) and delivering tailored financial services to meet their unique needs.

From offering strategic investment solutions to developing customized financial plans, you’ll ensure client satisfaction, build lasting relationships, and contribute to our bank’s growth and innovation.

Key Responsibilities

• Client Relationship Management: Cultivate strong, enduring connections with HNWIs, acting as their trusted advisor for all financial inquiries.
• Financial Solutions and Advisory: Offer personalized financial products and investment advice, adjusting portfolios to align with market trends and client goals.
• Business Development: Expand our client base through networking and targeted initiatives, promoting Ultraviolet’s premium services.
• Risk Management and Compliance: Uphold regulatory standards, perform due diligence, and manage client transactions responsibly.
• Market Research and Analysis: Stay informed on financial trends, providing insights and market intelligence that enhance our offerings.
• Customer Service Excellence: Deliver superior service, handle client concerns professionally, and continuously seek feedback for improvement.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 3-5 years of experience in private banking or wealth management.
• Proficiency in Microsoft Office Suite.
• Strong knowledge of financial products, market trends, and a proven ability to engage high-net-worth clients.

Key Competencies

• Client Relationship Management
• Financial Acumen
• Business Development
• Risk Management
• Market Analysis
• Customer Service Orientation