Investment Advisor

Summary

Barita Investments Limited is seeking a results-driven, customer-focused Investment Advisor to join our dynamic team. The successful candidate will be responsible for driving sales and deepening client relationships by offering tailored investment solutions. You will play a critical role in expanding our client base, providing exceptional service, and staying abreast of market trends to help position Barita as a market leader in the financial services industry.

Responsibilities

• • Achieve monthly sales targets through proactive external prospecting and promotion of the company’s investment products and services.
• • Strengthen relationships with prospective clients while increasing Barita’s market presence and customer base.
• • Develop and deliver impactful presentations to both existing and potential clients, demonstrating the value of Barita’s offerings.
• • Maintain and grow a robust call/prospect list aimed at generating new business and securing fresh funds.
• • Ensure consistent, high-quality service to existing clients by addressing their needs in a timely and professional manner, promoting long-term loyalty.
• • Collaborate with internal departments to ensure prompt and accurate fulfillment of client requests.
• • Assist in the planning and execution of customer events, exhibitions, and trade shows to enhance client engagement and brand visibility.
• • Provide strategic feedback to management on emerging market trends and opportunities for new product development or enhancements.
• • Uphold the company's reputation through exemplary customer interactions, aligning with Barita’s standards of professionalism and service excellence.

Required Skills

• • Strong knowledge of financial products and investment strategies.
• • Proven track record of meeting or exceeding sales targets in a financial or investment services environment.
• • Excellent interpersonal and communication skills.
• • Ability to build rapport and establish trust with clients at all levels.
• • Strong presentation, negotiation, and organizational skills.
• • Proficiency in Microsoft Office Suite and CRM tools.

Qualifications

• • Bachelor’s degree in finance, Business Administration or a related field.

Additional Information and Instructions

We thank all applicants; however, only shortlisted applicants will be contacted. Application deadline: April 25, 2025

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