Your new company

Your new role

• Provide training and support to brokerage and IFA partners to enhance their knowledge of investment products and sales techniques.
• Develop and implement strategies to boost business through brokerage and IFA channels, achieving sales targets and expanding market share.
• Build and maintain strong relationships with brokerage and IFA partners, ensuring high levels of satisfaction and engagement.
• Conduct market research and analysis to identify opportunities for growth and improvement within the brokerage and IFA channels.
• Stay updated on the latest investment products and market trends, providing insights and recommendations to partners.
• Ensure all activities comply with regulatory requirements and company policies.
• Prepare regular reports on performance, market trends, and strategic initiatives for senior management.

What you'll need to succeed

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 3 years of experience in investment consulting, financial advisory, or a related field.
• Proven track record of success in coaching and developing financial advisors or brokers.
• Strong understanding of investment products and financial markets.
• Excellent communication, presentation, and interpersonal skills.
• The ability to work independently and as part of a team.
• Strategic thinker with strong analytical skills.

What you need to do now