
Senior Investment Professional
2 days ago
About the Role:
- This is a senior client-facing role within the Investments team, responsible for delivering consistently excellent outcomes to clients across various investment services.
Key Responsibilities:
- Provide expert knowledge on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance.
- Stay up-to-date with market trends, new features, regulatory requirements, and potential risks, analyzing data from sales figures and customer feedback to support product development.
- Respond to customer inquiries, attend client meetings, and provide detailed understanding of complex personal or corporate financial circumstances to offer suitable product solutions.
- Present the advantages and features of products to potential customers, building trust and encouraging adoption.
- Support the development and execution of marketing materials, such as pitch materials and client presentations.
- Participate in training sessions and workshops to share product knowledge with colleagues and stakeholders.
- Engage in events, conferences, and networking opportunities to showcase products and generate interest.
Vice President Expectations:
- Contribute to or set strategy, drive requirements, and make recommendations for change.
- Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
- Define jobs and responsibilities, plan for future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes.
- Lead specialists to influence department operations, aligning with strategic and tactical priorities while balancing short- and long-term goals.
- Manage risk and strengthen controls, demonstrating leadership and accountability for work done by the team.
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