Job details
Investment Specialist Vacancy at Estadeks Global Investment Limited
The published deadline was 9 July 2021. This page is retained for reference; the original application instructions below are historical.
About the role
Investment Specialist job opportunity is available at Estadeks Global Investment Limited for individuals who possess relevant qualifications.
Responsibilities
- Develop plan to accomplish firm’s equity investment goals.
- Provide investment information related to new equity products, regulatory issues and new policies.
- Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
- Ensure conformance with entire company guidelines and regulatory policies.
- Identify customers ‘ investment needs by basic financial planning modules.
- Provide different investment products to attain successfully identified needs.
- Maintain and update records as well as files on existing customers.
- Prioritize customer requirements and cross-sells services and products of varied company business lines.
- Ensure to plans everyday center of influence contacts.
- Identify changing needs and develop strong customer relationships.
- Plan and conduct customer meetings to review current accounts.
- Conduct post-appointment follow up to manage relations plus develop referrals.
- Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.
Experience and qualifications
- Interested candidates should possess a Bachelor’s Degree
- 4 – 6 years work experience.
Application deadline
9th July, 2021.
Application details
Interested and qualified candidates should send their CV to: estadeksgloballimited@gmail.com using the Job Title as the subject of the mail.
WHO IS Estadeks Global Investment Limited?
Estadeks Global Investment Limited – We specialise in stock brokerage while leveraging on transparency, professionalism and integrity. We also deliver services in securities trading, investment benefit management and portfolio management serving both individuals and corporate clients.
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