Investment Advisor

About the job

Investment Advisor Job Description Purpose of the role To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Accountabilities: - Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. - Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and customer feedback to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. - Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.

Requirements

• Investment Advisory
• Product Development
• Market Analysis

Preferred Technologies

• Investment Advisory
• Product Development
• Market Analysis