Investment Counselor

Job Description

This role is for an Investment Counselor (Wealth) responsible for enabling sales by leveraging deep product knowledge and supporting the sales team. The ideal candidate will be a subject matter expert, primarily focused on conducting training and knowledge sessions to ensure a consistent and effective sales pitch across the team.

Key Accountabilities

- Drive sales across the region through concept selling and leveraging customer relationships.
- Achieve product-level targets for specific Equity and Debt products within the assigned zone.
- Conduct regular training and knowledge sessions for internal employees and distributors to ensure continuous learning and a consistent message.
- Organize and lead regular huddles and meetings to articulate products and market outlook effectively.
- Simplify all aspects of the capital market and position products in the best interest of all stakeholders.
- Work with the sales team to increase product mix and market spread.
- Provide critical ground feedback to the business, including insights on branch, distribution, team, and customer service.
- Support the creation of simplified communication on focused products.
- Give market feedback to the Investments team on competitor products and market positioning.
- Accompany Sales RMs in key customer meetings and closely manage relationships with Key Family Offices/UHNIs.

Skills & Qualifications

- Expertise in product knowledge across Equity and Debt.
- Strong ability to conduct training and knowledge sessions.
- Excellent communication and presentation skills.
- Proven ability to build and manage relationships with clients, distributors, and internal teams.
- Strong understanding of capital markets and investment products.

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