Investment Manager

Investment Manager - ( 2100009K )
Description

Job Purpose:

To provide a quality investment product guidance and support to both clients
and relationship managers in order to optimize the sales of investments to HNW
/ UHNW clients.

Accountabilities:
a) Sales Process: Present Investment alternatives to clients and
staff; guide them on the features of products; explain and resolve customer
issues related to product.
* Provide face-to-face personal investment guidance on personal assets.
* Offer investment education to existing and potential clients by providing investment consultations.
* Develop depth of understanding across the RM population

b) Product & Market Brief: Roll out internal and external product and
investment market briefings ensuring all stakeholders are kept abreast of
developments, trends and relevant updates. Ensure feedback and ideas for
content / format are continuously fed back to the Investments Team.
c) Sales Target : Deliver sales of products and services and meet team
sales targets. Ensure right products are offered to right customers through
matching lifestyle goals / risk profiles with products. Execute the level of
activity necessary so that the team can achieve sales goals

d)* New business: * Implement marketing and sales programs to
acquire new business in order to increase the market share and cross sell for
consumer banking.
* Develop networks for new business opportunities
* Build excellent working relationships with internal clients
* Identify "new business opportunities" within existing client portfolios

e) Client management: Manage and communicate with designated clients
to ensure they receive the appropriate customer service and their issues are
addressed fully and promptly. Client interface is in the form of joint
fieldwork together with the relevant RMs.
* Support leads from branch staff for cross selling investment products and services.
* Meet with clients and guide them on investment strategies, taking into account a client's needs.
* Evaluate a client's financial data or investment objectives and provide guidance based on the client's risk profile and personal financial statements.
* Complete product placement packs on behalf of clients.

f) Client feedback : Execute client feedback program and analyze
customer satisfaction to ensure plans, service and products can be modified
* Support investment reviews with clients to validate the clients' current investment choices
Generic Accountabilities:

g) Reports : Report on client particulars and activity and recommend
resolution of client issues and closures

Corporate governance & compliance: Work fully within:
risk policies and procedures and all compliance regulations.

Qualifications

a) Education / Qualifications:
Bachelor 's degree in banking/Management/Finance/investment analysis.

b) Knowledge:
Sound knowledge of portfolio management, Investment Analysis and various
Investments products

c)* Experience:
‎5 * - ‎8 Years in Banking with minimum of ‎3 Years in managing client
portfolios (priority / private banking environment).

d) Accreditation:
CFA Level I or Claritas.

e) Generic & Specific Skills:
* Excellent Communication skills
* Excellent negotiation skills
* Analytical Thinking
* Risk Management orientation
* Bilingual in Arabic & English
* Proficient in IT (MS Office & Banking software)

Primary Location : Kuwait
Job : Managerial Jobs
Organization : Consumer Investments
Full-time
Day Job
Job Posting : Dec ‎9, ‎2021, ‎6:56:‎17 AM