Investment Advisor

  • Job Reference: 8350
  • Date Posted: 14 November 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will 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.
Key Responsibilities:
• Build strong relationships with client base referred to them by the Wealth Managers by being proactive and understanding their goals and requirements.• Build and maintain relationships with clients; engage with clients.• Ensure understanding of what product features and benefits meet a client’s requirements.• Address the needs of clients, their families and their legacies through full use of the Wealth Advisory system.• Deliver exceptional levels of service to clients –high performance service culture.