Investment Specialist
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining needs and providing solutions through the sales of managed products and services.
Role type
Investment Specialist (Retail Banking Sales & Service)
Builds
Managed products and services (e.g. mutual funds, retirement savings plans) for customers
Domain
Retail Banking / Personal Investment
Deliverable
client delivery
Required skills
Financial industry knowledge, needs-based assessment, business development, relationship building, sales execution, regulatory compliance, risk management
Preferred skills
Financial planning accreditation, goal setting, marketing integration, product trend analysis
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Proactively engage with new and existing customers to identify opportunities, implement business development strategies to acquire new business, generate referrals for banking products, support achievement of sales targets, respond to customer investment requests, maintain current knowledge of investment products, work across multiple branches and channels, apply risk management framework to protect bank assets
Seniority
Entry to Mid-level (2-3 years experience required)
