Retail Banking- Investment Specialist/ Treasury Specialist 55-62k (welcome Rm To Apply) At Banking / Finance

Me2Works

Base: 55-62k; bonus/equity: year-end bonus; benefi...
On-site
Client relationship management
Investment product promotion
Financial market analysis
Me2Works is seeking candidates for the role of Investment Specialist/Treasury Specialist at a leading bank, offering a salary range of 55-62k, plus a year-end bonus. The role involves client relationship management, investment advice, and market analysis, with a preference for candidates holding relevant professional certifications

Job Summary

  • Build and maintain strong relationships with clients to understand their financial goals and investment strategies.
  • Provide personalized investment advice, considering clients' risk tolerance and investment objectives.
  • Meet sales targets by effectively promoting investment products and services.

Matching Summary

Match Score: 75

Me2Works is seeking candidates for the role of Investment Specialist/Treasury Specialist at a leading bank, offering a salary range of 55-62k, plus a year-end bonus. The role involves client relationship management, investment advice, and market analysis, with a preference for candidates holding relevant professional certifications.

Salary

Base: 55-62k; Bonus/Equity: Year-End Bonus; Benefits: Not specified

Skills & Requirements

Must-have

  • client relationship management
  • investment product promotion
  • financial market analysis
  • cross-selling banking services

Nice-to-have

  • client education workshops
  • team collaboration
  • wealth management services

Key Requirements

  • Bachelor's degree in finance, economics, business
  • Previous investment advisory experience
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal abilities

Work Rights

Not specified

Tailored Resume

Cover Letter