Investment Specialist

To identify and pursue investment opportunities that drive growth in the Bank's deposit portfolio, and to position the Bank as the client's primary financial partner by offering competitive, innovative products that align with their financial objectives.

Requirements

• Analyze client needs and acquire new clients
• Deliver tailored investment solutions
• Drive growth in the Bank's deposit portfolio
• Manage early redemption to minimize losses to the business and group
• Deliver exceptional service that exceeds customers' expectations
• Build and maintain strategic relationships with internal and external parties
• Maintain expert knowledge on relevant legislative amendments and industry best practices
• Provide sales support efficiencies and services
• Maximise Business Portfolio cross sell opportunities and strengthen client relationships
• Increase Investment Products and services to existing commercial customers
• Translate strategies into actionable goals and execute relevant projects / initiatives
• Liaise with business clients and their representatives to explore their investment preferences
• Manage and discuss investment fund options to maximize return on client investments
• Self-source new business
• Hold complex conversations with business clients and their representatives
• Monitor changes in legislation, regulations, initiatives, and relevant industry practices
• Track, control, and influence sales activities
• Monitor and record key industry trends
• Improve business decisions by providing accurate and reliable business intelligence
• Manage own development to increase own competencies
• Plan and manage performance, skills development, employment equity, talent and culture of team

Benefits

• Opportunity to work in a leading financial services company
• Challenging work
• Opportunities to innovate
• Collaborative and inclusive work environment
• Continuous learning and professional development opportunities