Senior Investment Advisor
2 weeks ago
Senior Investment Advisor
Prestige Gold Solutions is seeking a skilled Senior Investment Advisor to join their team. As a Senior Investment Advisor, you will act on behalf of private investors and organisations, advising and assisting with long term investments.
You will be responsible for contacting high net worth individuals and liaising with them regarding market news and how it may affect their portfolio. Our organisation has a strong emphasis on promoting within, providing opportunities for growth and development.
Duties:
- Warm calling high net worth individuals
- Making calls to clients per day
- Closing open leads
- Closing inbound leads over the phone
- Building external stakeholder relationships
- Meeting clients
Requirements:
- Broker experience is preferred
- Experience closing deals over the phone
- Experience in meeting clients
- Ability to train and mentor junior candidates
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