Offshore Investment Advisor
Isle of Man
Permanent
Our client seeks an Offshore Investment Advisor to join their team.
Role Profile: To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Key Responsibilities:
- Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
- Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
- Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.
- Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
- Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
- Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
- Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Key Skills and Experience:
- Relevant experience of the Private Bank and Investment industry and knowledge of macro-economics, portfolio construction and a range of solutions to execute implementation
- Established track record of developing and managing investment business across the scoped client segments, with broad ranging investment complexity across multiple jurisdictions
- Level 4 CISI or equivalent and first-class understanding of the constituent asset classes of investment philosophy, equities, bonds, alternatives, derivatives and foreign exchange
- Exceptional influencing and communication skills with the ability to prepare/present investment proposition and recommendations
Some other highly valued skills may include
- Level 6 CISI /FCA or equivalent
- An understanding of behavioural economics
- You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
For a full job description please register at searchandselect.com to find out more about this role and our client.
Your specialist: Debbie Amankwa
Quote job ref: 15899
Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.
