Vacancy: Investments Officer

Date 10 Jun 2021
Job Type Full-time

Job Description

  • Establish and maintain relationships with industry influencers and key strategic partners and lead the team with strategies to recruit clients.

  • Establish and maintain a consistent corporate image throughout all product lines, promotional materials, and events.

  • Meet with key partners and clients; supervise and assist sales representatives to maintain relationships and to negotiate and close deals.

  • Prepare periodic sales report showing sales volume, potential sales and areas of potential client base expansion.

  • Market the Company's products and assist clients to choose appropriate products.

  • Advise investors on asset allocation mix, construct and analyse portfolios.

  • Liaise with Research team to conduct operational and financial due diligence reviews for potential placement companies.

  • Make investment decisions in consultation with Investment Committee and monitor performance of client investment portfolio.

  • Maintain clients' accounts and update with all transactions relating to subscriptions, top-up investments and redemptions.

  • Prepare contract notes and end of month statement of accounts for all clients.

  • Maintain periodic correspondence with Custodians and other Investment Houses.

  • Any other duties assigned by the Managing Director or assigned representative.

Required Skills or Experience

  • The role requires someone with the flair to interact, negotiate and close deals with financial institutions and high net worth individuals.

  • Must have 3 - 5 years sales experience in investments or private wealth management.

  • Ideal candidate must hold the Ghana Stock Exchange Securites Certificate

  • Must be proficient in Microsoft Office applications.

How To Apply

Send your CV and cover letter to [email protected]


Please note, employers receive numerous applications per posting and will only shortlist the most qualified candidates. Also is not involved in any decision made by an employer/recruiter and therefore does not guarantee that applications sent
will result in a candidate being shortlisted/selected for that position.
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