Investment Fund Specialist
2 days ago
Job Overview
We are seeking an experienced Investment Fund Specialist to join our team at Onxx Staffing Solutions. In this role, you will be responsible for developing and maintaining relationships with bank channel sales personnel, expanding market presence, and diversifying the portfolio in designated areas.
Salary and Benefits
The estimated salary for this position is $80,000 - $120,000 per year, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Job Description
A successful candidate will have:
- Comprehensive understanding of market dynamics and financial products;
- Ability to deliver engaging product presentations to bank channel sales personnel;
- Consistent adherence to daily calling schedules and meticulous documentation of business meetings;
- Strong customer focus paired with exceptional communication and persuasive abilities;
- In-depth understanding of products and procedures to grasp how banking channels leverage AMC offerings;
- Commitment to staying informed about various operational initiatives;
- Compliance with company values and guidelines while delivering outstanding client service.
Required Skills and Qualifications
To be considered for this position, you should have:
- Bachelor's degree in Finance, Business Administration, or related field;
- Minimum 3 years of experience in investment fund sales or related field;
- Strong analytical and problem-solving skills;
- Excellent communication and presentation skills;
- Ability to work in a fast-paced environment and meet deadlines.
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