Overview
We are seeking a dynamic and result-driven investment marketer to promote and sell the organisation’s investment products and services. The ideal candidate will be responsible for identifying potential clients, building strong relationships, and driving investment portfolio growth.
KEY RESPONSIBILITIES:
-Identify and acquire new clients for the bank’s investment products
-Develop and implement marketing strategies to increase investment product penetration
-Conduct market research to identify trends and opportunities for business growth.
-Build and maintain strong relationships with high-net-worth individuals (HNWIs), corporate clients, and institutional investors.
-Provide expert advice on investment options based on clients’ financial goals and risk appetite
-Conduct periodic reviews of clients’ investment portfolios and suggest adjustments
-Ensure all investment marketing activities comply with banking regulations and financial laws
-Prepare regular reports for senior management on investment marketing activities and growth strategies
-Educate customers on various investment opportunities
KEY REQUIREMENTS:
Bachelor’s degree in Finance, Banking, Economics, Marketing, or a related field.
-Professional certification (added advantage)
-Minimum of 3-5 years of experience in investment marketing
-Excellent sales, negotiation, and communication skills
-Ability to build and maintain high-value client relationships
-Strong analytical and problem-solving skills
-Understanding of regulatory requirements in banking and investment marketing
BENEFITS:
Salary and competitive commission-based incentive
Professional development and career growth opportunities
