Investment Relationship Manager

Job Description

We are looking for an Investment Relationship Manager to enhance our BANCA channel. This role involves working closely with bank partners to provide investment solutions to their clients, ensuring high-quality service and achieving sales targets.

Responsibilities:

Develop and manage relationships with bank partners to drive investment product sales.
Provide investment advice and solutions to clients through the bank’s network.
Train and support bank staff on investment products and services.
Monitor and analyze client investment portfolios to meet their financial goals.
Achieve sales targets and contribute to the growth of the BANCA channel.

Requirements:

Bachelor’s degree in Finance, Business, or related field.
Proven experience in investment sales and relationship management.
Strong communication and interpersonal skills.
Ability to analyze investment opportunities and market trends.

Benefits:

Competitive salary and performance-based incentives.
Retirement savings plan.
Opportunities for professional development and career advancement.