Investment Specialist - JB Financial

Basic Information
Investment Specialist
JB Financial
Employment Type
Full Time
Job Description

JB Financial Investment Specialist focus on developing new wealth management business relationships through marketing and selling units trusts. They are responsible for ensuring investment portfolio growth, revenue generation and meeting defined goals, through an exclusive focus on establishing business development opportunities with prospects and existing clients.

  • Develop and action a business development strategy according to the organization's objectives
  • Developing sales strategies and advice for prospects and existing clients.(High net-worth individuals and corporate)
  • Establish strong client relationships by exceeding client expectations, demonstrate knowledge of investments and financial markets and advise clients on a financial plan.
  • Accurately arrange and confirm client account transactions and answer general account inquiries.
  • Identify potential leads, obtain face to face meetings, handle objections and close sales.

Attractive performance based remuneration package is available for right candidates.

  • Reading for CIMA, CIM, SLIM or a University Degree Reading for CFA preferred
  • Strong people skills, excellent communication skills and ease at building relationships
  • Interest in financial markets, financial planning and sales
  • Should be a self-starter with “need for achievement”mind set to thrive in a sales environment
  • Effective presentation skills
  • About Employer

    JB Financial is an independent and privately owned investment management firm. Our wealth management operation was founded in 2011 and today managers over Rs 10 billion fund accounts. We believe in putting our customers first and that we have a fiduciary responsibility towards them.JB Financial is regulated by the Securities and Exchange Commission of Sri is seeking suitably qualified candidates for the following positions.

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