Job title Investment Officer
Reports to Investment Manager
Job Purpose
As an Investment officer you are to identify business opportunities and offer high interest
Fixed Term Deposit and Investment solutions to clients. Develop, grow, and manage
client relationship that will promote the financial interests of the institution.
Duties and responsibilities
• Offering high interest Fixed Term Deposits and Investment solutions to clients
and relationship management activities including customer service, relationship
reviews and retentions activities.
• Acquiring expanding and retaining clients and to ensure that sales targets are
achieved, whilst adhering to processes and procedures to ensure compliance.
• Establishes relationships with prospective individuals and corporate customers.
• Driving the sales process, offering creative ideas, and selling term deposit
products.
• Maintaining a database of prospective and current clients to include service
profiles, and current position in the sales cycles.
• Providing Clients Services with detailed and accurate documentation necessary
for high quality services implantations.
• Ensuring compliance with all laws and regulations.
• Managing the High Net worth individual and corporate customer portfolio.
Skills and attributes
• Qualification formally recognized under the FSCA’s regulatory framework - the
qualification must be listed on the FSCA’s recognized qualifications register. ( List
available)
• Passed FAIS Exams
• At least 5 years’ experience in fixed term deposit and investments in a banking
environment or in financial service sector.
• Strong communication skills and must be able to speak Afrikaans.
• Microsoft Office Suite skills
Competencies
Key competencies / Requirements
• Numerical skill
• Ability to work independently and as a team player with good people management
• skills.
• Composed and confident to interact with Clients
• Clear credit and criminal record.
• Ability to network and prospect.
• Perseverance and a go-getting attitude
• Innovative in nature
• An individual who is career committed to investments.
• The individual needs to possess the ability to build and maintain relationships, have
strong negotiation skills and be results focused