Investment Product Specialist
6 days ago
About the Role
We are seeking a high-calibre professional to join our Wealth Investment team as a Wealth Investment Product Expert. In this role, you will be responsible for providing market updates and conducting joint meetings with Premier customers to understand their needs and provide tailored wealth investment solutions.
Main ResponsibilitiesYour main responsibilities will include:
- Providing technical and skills coaching to develop staff teams to achieve team business objectives.
- Working closely with Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
- Engaging in joint servicing or calls with customers regarding their investment needs and participating in client or off-site functions as required.
- Supplying timely market and product updates to both staff and customers.
- Collaborating with Wealth Management product teams and development team on new products, product enhancements, and improvements in customer experience.
- Assisting frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.
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