To provide investment advice (Investment Solutions) to Clients in accordance with WIN's policies, procedures and codes of practice in line with the relevant regulations. This advice is dispensed against the backdrop of the agreed annual revenue and product targets as well as the assets under management targets, whilst simultaneously ensuring that Client investment objectives are met. By doing so contribute to WIN's revenue, profitability and growth targets whilst remaining fully compliant.
Type of Qualification: First Degree
Field of Study: Business Commerce
Experience Required
Affluent Clients
Personal and Private Banking
3-4 years
Experience in the financial services industry, preferably with relationship management experience in Private Clients, Business Banking or Investment Banking.
Behavioural Competencies:
- Articulating Information
- Conveying Self-Confidence
- Convincing People
- Developing Strategies
- Establishing Rapport
- Exploring Possibilitie
Technical Competencies:
- Active Investment Management
- Customer Understanding (Business Banking)
- Economic Analysis
- Performance Benchmarking
- Product Knowledge (Business Banking)
- Research