Institutional Advisor (Colombo 02)
Employer: Capital Alliance Group
Industry: Customer Service, Finance and Accounts, Marketing & PR
Location: Colombo, Sri Lanka
The CAL Group is one of Sri Lanka’s fastest growing financial services groups.
CAL Partners is the investment banking and wealth management subsidiary, with CAL Securities the stock brokering arm. CALP seeks to hire high achievers to join our Brokering division to take our operations to the next level for which
we require self-motivated individuals to join our team.
– Should be a registered Investment Advisor and possess the certificate in Capital Markets conducted by the Securities and Exchange Commission (SEC) of Si Lanka.
– Should possess a minimum of 02 years of experience working in the sales team of a Sri Lankan brokering house servicing high-net-worth and institutional clients.
– A proven record of providing outstanding service to clients, an ability to work as part of a team and a reputation built on integrity are essential.
– You will need to demonstrate a sound knowledge of listed Sri Lankan equities and an ability to communicate fundamental research to your clients.
– Strong oral and written English skills are required.
Specific Duties:
– You must call clients diligently to update them on CAL research and to set—up meetings and conference calls between clients and CAL analysts. Through communicating investment and trading ideas to your clients you will be expected to generate brokering commission for CAL and to achieve quarterly targets for business generation.
– You will be responsible for the relationship management of your clients including ensuring their expectations are exceeded, all aspects of the client team are serviced and other CAL businesses receive appropriate introductions.
– Working with the Head of Sales, you must identify new business opportunities and develop new client relationships.
All applications will be treated in strictest confidence. Only shortlisted candidates will be notified.
The position will be on full—time basis and interested candidates may send in their CVs by e—mail within 07 days of this advertisement.
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