Send to Friend

FromTo


Job from tntcareernet.com

ASSOCIATE INVESTMENT ADVISORS

Organisation:
WEST INDIES STOCK BROKERS LIMITED

WEST INDIES STOCK BROKERS LIMITED

Has vacancies for

ASSOCIATE INVESTMENT ADVISORS

OBJECTIVE:
Markets and sells financial services of West Indies Stockbrokers Limited (WISE) to new and existing clients for investment purposes.

KEY REPONSIBILITIES:

  • build long-term financial advisory relationships with clients by:
    • Calls, visits and sells services
    • Advise clients regarding portfolio investment/asset allocation opportunities
  • Increase number of active accounts and client assets under management
  • Stays current with market/company information, industry and regulatory developments
  • Ensures compliance with all internal policies, procedures and statutory & regulatory requirements

QUALIFICATIONS/ EXPERIENCE

  • BA Finance/ Economics/ Accounting or related discipline.
  • At least 2-3 years experience in a similar capacity.
  • Sales Experience within the Financial Service Sector.

CRITICAL SKILLS:

  • Understanding of Statutory and Regulatory Requirements as it relates to the investment industry.
  • Understanding of the Financial Indicators.
  • Excellent interpersonal and communications skills.
  • Strong Computer Literacy Skills.
  • Strong organizational and effective time management skills
  • Entrepreneurial
  • High level of initiative

All applications must be submitted to:

Mrs. Rampy Ramlakhan-Kalloo of the Human Resource Department
4th Floor, Royal Court, 19-21 Park Street, Port of Spain
Email: rampy.kalloo@tt.rbtt.com

Deadline for submissions: August 29, 2008

Syndicate content