Investment Advisor Job Pergamon Investment Bank
Banking Jobs. Pergamon Investment Bank Jobs
Duties and Responsibilities
- Providing suitable advice to best fit the needs and requirements for clients
- Preparing and presenting proposals to existing and potential clients using state-of-the-art investment planning tools
- Meeting clients to understand their financial objectives
- Explaining complex information relating to Investment Advisory in a clear and effortless way
- Managing, maintaining, and building new and existing client relationships
- Growing a client book within the first 6 months and consistently thereafter
- Adhering to compliance, operational procedures, and practice management standards
- Staying abreast of product information, performance, and industry changes
- Building a sustainable book of clients in the corporate and retail segments of Pergamon Investment Bank
- Consistently achieving the allocated Sales Production Target as per a performance scorecard
Education and Professional qualifications:
- Bachelor’s degree/Diploma in relevant field
- Relevant Commercial/Financial Tertiary qualification
- CISI Module I and II
- Postgraduate Diploma in Investment Planning is advantageous
Experience and Knowledge:
- 5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
- Knowledge and understanding of the dynamics in allocated market
- Experience and track record in high-performance sales environments
- Knowledge of best practice in Investment Planning and Advisory Services
- Knowledge and understanding of investment planning through meaningful client engagements
- Knowledge of and understanding of the consultative sales methodology
- Experience using CRM
- Prerequisite Skills:
- Strong sales, interpersonal, and business-oriented acumen
- Prospecting skills
- Consultative Selling skills
- Analytical and numerical skills
- Strong presentation skills
- Industry Background:
- Asset Management
- Commercial Banking (Deposit Mobilization)
- Investment Banking
How to Apply
Qualified candidates interested in the position are encouraged to send their applications attaching CV only to recruitment@pib.africa by 14th November 2025. Shortlisting will be done on a rolling basis and only shortlisted candidate will be contacted.
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