Company Name: Continental Group International
Location: UAE
Posted by:
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 levelEmployment type
Full-timeJob function
FinanceIndustries
Financial Services
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