Summary
Date Posted: Friday, July 15, 2022 , Base Salary: Not Disclosed

JOB DETAILS:
Overview
Some of the duties associated with the Investment Executive position are:
Prospecting for new business/ business development:
• Initial phone solicitation for new business (cold calling)
• Solicitation through existing social and business networks
• Preparation of lists of prospective/ target clients & maintenance of prospect book
Client visitation & presentation & sales:
• Sales presentations of financial products tcorporate and HNWI prospects in person
• Distribution of up-to-date marketing materials texisting clients and prospects
• Daily in-office and out of office meetings with prospects and clients, including meetings at prospect/client homes and places of work and follow up emails
• Assisting clients filling out account opening documentation o
• Facilitation of client funds transfers.
• Facilitation of documentation associated with placement of funds

Client maintenance & knowledge:
• Servicing of existing clients monthly
• Maintenance of current product knowledge (both in the local & overseas markets), including, but not limited tproduct knowledge of, Fixed Income Securities, Offshore Investments, Unit Trusts & Pension Products
• Successful Candidates for the Investment Executive
• An extremely outgoing, confident personality
• Be self-motivated and be able to express themselves professionally in English Have a serious interest in a long-term career in investment banking.
• An “A” level, “O” level (IGCSE), IB or other international secondary school qualification
• An Undergraduate degree with a second-class upper honours / 3.0 Grade Point Average or above
• A Master’s Degree and/or relevant experience are a plus


Job Experience: No Requirements

Work Hours: 8

Level of Education: High School

Job application procedure
If this describes you and you meet the above requirements, please forward your CV/ Resume to careers@dryassociates.com 

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