Wealth Advisors
Wealth Advisors
Posted on :
22-08-2025
Employer Active
1 Vacancy
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Job Description
Target Achievement:
- Drive fund mobilization growth by achieving set target.
- Develop and implement strategies to acquire retail investors and expand the customer base.
- Monitor and evaluate individual performance to ensure alignment with team and organizational goals.
Customer Acquisition & Onboarding:
- Identify and onboard retail investors through various channels including direct outreach referrals and partnerships.
- Educate prospective investors on available products and guide them through the onboarding process.
- Ensure seamless customer experience from onboarding to investment initiation.
Relationship Management:
- Build and maintain strong relationships with retail investors to drive retention and repeat investments.
- Provide ongoing support to clients addressing their inquiries and offering tailored investment solutions.
- Leverage customer feedback to enhance investment offerings and processes.
Market Development:
- Collaborate with the marketing team to design and execute campaigns targeting retail investors.
- Actively identify market opportunities and trends to optimize customer acquisition strategies.
Performance Monitoring & Reporting:
- Track and report key metrics including funds mobilized customer acquisition rates and portfolio growth.
- Provide regular updates to the Investment Lead on progress toward targets and key insights.
- Bachelors degree in finance Economics Marketing or a related field.
- 3 years of experience in financial services investment sales or customer relationship management.
- Proven ability to achieve financial targets and build a strong investor network.
- Strong interpersonal communication and presentation skills.
- Knowledge of investment products and services with a focus on retail markets.
- Results-driven with the ability to work independently and as part of a team.
Why Join Us
At Credit Direct we are committed to empowering individuals through innovative financial solutions. As an Investment Specialist you will play a critical role in helping clients achieve their financial goals while contributing to the growth of our investment portfolio.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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