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Financial Advisor

Closing: Jan 27, 2023

This position has expired

Published: Jan 24, 2023 (6 days ago)

Job Requirements

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Job Summary

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The Investment Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors. The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.

Academic:

Bachelor’s degree in finance, accounting, economics or other business related discipline

Professional:

  • CISI Level II or III/CMA Exemption Certificate
  • ATS certification (desirable)
  • ICIFA associate or full membership.

Desired work experience:

  • Minimum 3 years’ experience in the capital markets or financial services industry.
  • Successful track record in Business Development
  • Deep knowledge of the Financial Markets


Responsibilities
The Investment Advisor role is responsible for offering sound strategic, medium term and day to day investment advice to retail investors in the securities market. Monitoring, analysing and continuously improving the brokerage business by conducting client/market research and analysing economic, capital market and industry trends to make investment recommendations to retail investors. The holder will is tasked with managing a portfolio of clients by acquisition and retention and maintain a well segmented structure to ensure efficiency and optimal client engagement and support to develop a robust trading and investment culture.

Academic:

Bachelor’s degree in finance, accounting, economics or other business related discipline

Professional:

  • CISI Level II or III/CMA Exemption Certificate
  • ATS certification (desirable)
  • ICIFA associate or full membership.

Desired work experience:

  • Minimum 3 years’ experience in the capital markets or financial services industry.
  • Successful track record in Business Development
  • Deep knowledge of the Financial Markets


 Develop and enhance the business processes and activities which will ensure generation of lead pipeline for new business and existing clients.

Proactively generate new business opportunities with target focus on HNW and UHNW clients
 Perform proper after-trade follow-up actions to ensure optimum application of client funds across NCBA Investment Bank and NCBA Group basket of investment options.

 Conduct regular review of client’s portfolios, highlighting any relevant information such as corporate actions and dividend pay-outs.

 Train and guide NCBA bank branch champions to deliver client service and revenue targets.

 Promote and proactively support and on-board existing clients to use digital trading platforms and online account opening/maintenance platforms.

 Conduct risk profile analysis and develop investment portfolio objectives and proposals for existing and new High Net Worth customers.

 Develop innovative strategies for retaining clients; this includes undertaking client visits and interviews


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