Databank Careers - JobProfile

Duties and Responsibilities:

Client Acquisition and Development

Identify potential clients through networking and market research
Conduct in-depth client meetings to understand their financial goals, risk tolerance, and investment objectives
Develop customized investment strategies aligned with client needs and present compelling proposals
Onboard new clients and ensure smooth account opening process

Relationship Management

Regularly engage with clients to provide ongoing portfolio updates, market insights and financial advice
Proactively address client concerns and resolve issues promptly
Foster strong rapport and build trust with clients to maintain long-term relationship

Cross-selling and Business Development

Identify opportunities to cross-sell the Firm’s diverse range of products and services
Actively seek new business leads by leveraging existing client relationships and referral networks
Participate in marketing initiatives and client events and outreach programs to promote the Firm’s brand and offerings

Compliance and Risk Management

Strictly adhere to all regulatory requirements related to client onboarding, Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures
Monitor client activity for potential risk issues and report any concerns to relevant compliance teams • Report any compliance concerns or irregularities to the relevant compliance and risk management teams.
Stay updated on regulatory changes and ensure all business practices align with the latest legal and compliance standards.

Education/Qualifications

Skills/Competencies

A minimum of two (2) years’ experience in a similar role
Ability to build rapport with clients, effectively present investment proposals and close deals
Excellent interpersonal, written and verbal communication skills
Analytical and attentive to detail
Advanced level proficiency in Microsoft Office

Terms and Conditions apply

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