Investment Sales Manager - STAFFELLA RECRUITMENT AGENCY

Roles & Responsibilities

As part of one of the world’s largest banking and financial services organisations, the company is committed to delivering innovative, client-focused financial solutions. We place strong emphasis on service excellence, sustainability, and long-term client relationships.

Role Overview

We are looking for an Investment Sales Manager to join our Wealth and Personal division. This is a full-time, office-based role focused on supporting and managing client investment portfolios, providing strategic recommendations, and contributing to the growth of company's wealth management business.

Key Responsibilities

• Assist in the management and servicing of client investment portfolios.
• Conduct regular reviews and provide tailored investment recommendations aligned with clients’ financial goals.
• Work closely with Senior Managers to support high-net-worth clients with advisory and portfolio services.
• Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
• Coordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
• Participate in regular investment meetings and training sessions with fund managers and product teams.
• Ensure compliance with regulatory requirements and internal policies.

Tell employers what skills you have

Wealth Management

Sustainability

Investment Strategies

Microsoft Excel

Due Diligence

Investments

Investment Banking

Wealth

Investment Management

Financial Modelling

Financial Analysis

Banking

Capital

Regulatory Requirements

Service Excellence

Financial Services