Investments Account Consultant

Responsibilities:

Managing a portfolio of investor accounts, ensuring the highest level of client satisfaction and retention

Developing and maintaining strong relationships with investors through regular communication, updates,   social events, social activities, and meetings

Serving as the primary point of contact for investor inquiries, providing real-time advice and consultancy on  their investment

Strong sales and negotiation skills to attract new investors and expand existing client relationships

Collaborating with internal teams, including research, compliance, and operations, to ensure seamless service delivery and client satisfaction

Staying abreast of industry trends, market developments, and regulatory changes to provide informed guidance to clients and the company.

Participating in networking events and conferences to represent the company and develop new business opportunities.

Preparing regular reports on account performance, investment updates, and client feedback for senior management.

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A minimum of 2 years of experience in account management / sales or a similar role within the sales  investment management industry.

Proven track record of managing and growing client relationships.

Ability to appear on social media platforms and making video calls.

Strong communication and presentation abilities, with the capacity to convey complex financial concepts in a clear and concise manner.

Interested and qualified candidates can apply online through Apply Now-button below