Investment Specialist
Core
Provides financial and investment planning and advice to deliver solutions in the best interests of the customer, determining client 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) and business development strategies
Domain
Retail Banking / Personal Investment
Deliverable
client delivery
Required skills
Needs-based assessments, business development strategies, customer relationship building, sales target achievement, investment product knowledge, risk management application, regulatory compliance
Preferred skills
Financial Planner accreditation, complex task handling, escalation management
Technologies
guidance tools
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 team members to complete transactions, respond to customer investment requests, maintain current knowledge of investment products and trends, apply Risk Management Framework in decision making
Seniority
Mid-level, hands-on IC
