Job Purpose:
Investment specialist working closely with the branches to provide investment
advisory to clients across segments; thereby increasing cross-sell of
investment products and private banking services. Managing advisory
relationships with the portfolio of clients and increasing share of wallet.
Principal Accountabilities:
Work Management
Qualify prospective investment clients within the Elite, Corporate and
Commercial client base and provide advisory services in order to cross-sell
investment products.
Manage investment advisory relationship with the portfolio of clients to
increase share of wallet and overall investment product penetration within the
bank 's clients.
Spend considerable time in the assigned Elite Customer and Branches, and work
closely with Elite and Commercial RMs to help them qualify investment clients
and thereby increase penetration in the existing base.
Acquire new-to-bank clients through the investment products route.
Provide advisory services across a range of investment solutions: funds,
execution of fixed income securities and international equity, structured
notes, local and regional equity execution, international and local IPOs etc.
Provide advisory services for private banking facilities in coordination with
international partner banking partner.
Keep abreast with the developments in the global and regional capital markets
in order to provide high quality of advice.
Manage relationships with Elite Centres, Branches, Commercial and Corporate
Banking units in order to receive regular referrals for investment advisory.
Coach and guide Elite RMs to improve client qualification and increase
referrals from the existing base.
Ensure consistency of high level of client service.
Ensure compliance to internal and external regulatory requirements
Overall purpose of role An Investment Advisor (IA) is the conduit into investments for Private Bank Relationship Managers and clients. While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs, risk appetite of clients, and translate them in…
## **DESCRIPTION** **Job Purpose:** Investment Advisor working closely with the branches to provide investment advisory to clients across segments; thereby increasing cross-sell of investment products and private banking services. Managing advisory relationships with the portfolio of clients and…
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