Specialist, Investment

To provide investment advice (Investment Solutions) to Clients in accordance with WIN's policies, procedures and codes of practice in line with the relevant regulations. This advice is dispensed against the backdrop of the agreed annual revenue and product targets as well as the assets under management targets, whilst simultaneously ensuring that Client investment objectives are met. By doing so contribute to WIN's revenue, profitability and growth targets whilst remaining fully compliant.
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
3-4 years
Experience in the financial services industry, preferably with relationship management experience in Private Clients, Business Banking or Investment Banking.
Behavioural Competencies:
Articulating Information
Conveying Self-Confidence
Convincing People
Developing Strategies
Establishing Rapport
Exploring Possibilitie
Technical Competencies:
Active Investment Management
Customer Understanding (Business Banking)
Economic Analysis
Performance Benchmarking
Product Knowledge (Business Banking)
Research

Employment type
Full-time

Work arrangement
Hybrid