Financial Advisor - Investments

Financial Advisor - Investments DEPARTMENT / BRANCH:  GAM Sales REPORTS TO: Sales Manager Job Objective The Investment Advisor acquires, develops and maintains an affluent client base for the company, utilizing its suite of Mutual Funds as well as upselling its Private Wealth offering where possible. He/She offers basic financial and investment advice, demonstrated by a thorough understanding of the company's products and services. Job Responsibilities Assets Under Management (AUM) Generation and Increase - Client Acquisition, Maintenance & Retention Establish a network of referrals and develops COI's. Balance referral activities, customer follow up, prospect building, and administrative tasks and required pipeline reporting etc. Work closely with families, individuals and businesses to provide customized recommendations to help meet their financial goals. Consult with clients on risk tolerance, investment strategies, options, products and services that are suitable for their needs. Track and translates investment performance and making recommendations. Increase the assets under management of existing clients through upselling of Suite of Mutual funds and Private Wealth offering. Retain Clients/ Sales, monitoring and reporting of redemptions, client satisfaction with Funds/performance etc. Assist the Manager - Sales with defining, segmenting and targeting of GAM's Market. Client Relationship Build a strong and long-term relationship with clients. Follow up, ensuring that all client enquiries and requests are handled promptly and accurately. Keep clients abreast of GAM's new product offerings, policies and procedures. Keep clients abreast of their investment performance semi - annually / annually. Facilitate yearly portfolio allocation sessions with clients - utilizing company's Investment Calculators etc. Assist with internal administration of client application. Regularly updates client information to meet Compliance guidelines. Client Education & Brand Recognition Keep abreast of competitor and market information. Conduct client education seminars/presentations. Demonstrate expertise via Thought Leadership activities - e.g. writing articles for website etc. Participate in market research, sales events and promotions as required. Participate in various group Sales strategies e.g. Social Media, referral campaigns etc. Perform any other job- related duties as assigned by the Sales Manager. Education A First Degree (At least 2 nd class honors) from a recognized tertiary educational institution preferably in Finance or finance related. Experience At least three (3) years' experience in the Financial services environment At least two (2) years' sales experience in a similar capacity with a proven track record of developing financial customers. Specialized training in Marketing of financial products will be an asset Sound knowledge of financial management, investment products and services Competencies Work Ethic Quality Growth Serving People Planning / Organizing / Flexibility Interpersonal and Communication Skills Problem Solving / Analytical Skills Decision Making / Risk Taking Initiative Job Knowledge / Skills Personality The Investment Advisor must be extremely professional, articulate, knowledgeable, self-motivated, confident and driven to succeed in a competitive environment. Must demonstrate integrity and trustworthiness, be well organized with the ability to manage time effectively, have superior listening skills and excellent communication and presentation skills.  While able to function independently, the Investment Advisor must be comfortable working as part of a team when required to do so, and should be forward thinking in approach, collaborative and team oriented with a strong work ethic.