Fund Investment Manager

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Location
Islandwide
Job Type
Full-time
Experience
Mid
Category
General
Salary
$5,000 - $10,000
Posted
1 week ago
Expires
Nov 18, 2025
Views
3

Job Details

Vacancies

1 position

Experience Required

No experience required

Job Description

About Our Client
Our client is a prestigious financial banking institution, committed to delivering exceptional service and personalised advisory to valued clients.


Principal Responsibilities

  • Proactively source and develop new business through prospecting, networking, referrals, and personal contacts.
  • Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
  • Provide comprehensive financial planning and advisory services to meet customer needs.
  • Deliver exceptional client experiences while meeting defined service and performance metrics.
  • Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
  • Process operational transactions accurately and in line with audit and statutory requirements.
  • Analyse customer feedback to identify service or process improvements.
  • Provide insights to product teams for enhancing product competitiveness.
  • Collaborate with the policy in-force team to maintain accurate policy information.

Requirements

  • Diploma/Degree holder; relevant customer service experience preferred.
  • Fresh graduates and candidates with proven sales track records are welcome to apply.
  • Strong interpersonal and communication skills, adaptable, and eager to learn.
  • Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment.

What’s on Offer

  • A strategic, high-impact contract role with exposure to a purpose-driven investment portfolio.
  • Collaboration with executive leadership and opportunities to influence portfolio growth.
  • Flexible contract arrangements suitable for senior professionals.
  • Exposure to regional markets and innovative sectors.

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