Investment Advisor

About the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.

What you'll do

• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest

What you need

• Compliance
• Customer service
• Sales
• Any graduate