Investment Specialist

Type aanvraag:Werving en Selectie


Functie:Investment Specialist
Referentie nummer:# 3307

As an Investment Specialist, you develop relationships with and create custom investment solutions for prospective and existing clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales, is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. You can truly create the future you want for yourself and for the clients you advise.


  • Lead in the sale of investment products specifically Roytrin and Future cash.
  • Deliver and achieve aggressive acquisition of new clients and business growth for the company.
  • Create an annual sales/business development plan.
  • Exercise good judgement when making decisions balancing risk and client experience. 

Kennis en vaardigheden

  • Under graduate qualification ideally in Finance, Accounting, Business Administration or related experience is required.
  • Proven skills in business acquisition, establishing community and client relationships, with success in business growth.
  • Ability to multi-task.
  • Very strong client first orientation.
  • Excellent presentation skills.


  • Financial Planning designation or equivalent certification in Financial Planning.
  • Previous successful sales experience in a financial industry.
  • Experience in creating a referral network or possesses a current extensive network of centres of influence.


What does our client offer?

  • A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
  • Continued opportunities for career advancement.
  • World-class sales training, coaching, and development opportunities.
  • Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training.
  • Opportunity to achieve great success and grow your career.

Klik hieronder om deze vacature te delen:

Geinteresseerd? Stuur dan via onderstaand formulier je CV

Een bezoeker die geïnteresseerd is in de diensten van Global Resourcing en ingeschreven wil worden als kandidaat, kan zich via het formulier op onze website inschrijven. Daarbij geef je ons persoonlijke informatie. Deze informatie die verzameld wordt, is uitsluitend bedoeld voor de verwerking van jouw inschrijving/sollicitatie door Global Resourcing.