Senior Investment Counsellor

Company Name: Continental Group International
Location: UAE
Posted by:

Shainy Koshy

Shainy Koshy

Leading Partnership and Advisor acquisition at Continental Group| Insurance Brokers| Wealth Management

Key Role: Developing and establishing relationships with existing Advisors and associates to sell investments solutions with a focus on structured products.

New product research

• Research the market for new investment plans.
• Update the clients and Advisors with up-selling opportunities.

Model Portfolio

• Prepare model portfolio in consultation with the team and management.
• Update and educate Advisors on model portfolio.

Relationship Management

• Work alongside Advisors to help them offer better service to the clients.
• Resolve day-day queries.
• Be the subject matter expert to help Advisors in offering investments solutions to the clients.

Experience and Education:

minimum 10 years of relevant experience.

Should hava client facing or cross selling experience.

CFA level 3 or CFA qualification.

• Seniority level

  Mid-Senior level

• Employment type

  Full-time

• Job function

  Finance

• Industries

  Financial Services