Investment Consultant Job Description

The Senior Investment Consultant has primary responsibility for achieving regional
investment growth targets through developing and implementing a regional sales strategy,
the delivery of expert investment services aligned to approved strategy, and building and
retaining networks and relationships with local professionals and clientele.

Sales Planning
· Responsible for developing and implementing sales strategies for term investments and managed funds growth and profitability and to achieve regional investment portfolio performance targets.
· Works closely with representatives regarding the building of managed funds sales strategies to maximise the value of support, resources and expertise to the advantage of regional sales growth and profitability targets.
· Prepares an annual sales plan consistent with branch/organisation strategic goals, incorporating a forecast of business development potential, competitor and customer analysis, performance targets, key issues, opportunities and actions plans.
· Maintains the existing client base through developing and implementing retention plans that serve to strengthen the relationship between us and the client, generate referral business and ‘main bank’ conversions.

· Develops new business through developing and implementing plans for call programmes, promotional events, networking with intermediaries and liaising with Marketing to maximise value of regional advertising, sales support materials
and media spend.

Sales Delivery
· Develops new business by utilising a sound methodology to address each term investment and managed funds sales opportunity, effectively recognising and selling against competitors and using a complete set of sales techniques to form an approach for the opportunity.
· Assesses the financial needs of new and existing clients directly or as referred by others and provides investment advice.
· Maintains an up-to-date knowledge of products, services and internal supporting systems, sufficient to understand all potential ways in which products/services may provide value to customer.
· Establishes and contacts new leads through establishing a profile of those clientele/intermediaries who will return maximum value and create sufficient opportunities to achieve sales goals.
· Develops business opportunities by representing us at external events, co professionals and identifying and referring potential business opportunities.
· Maintains a complete understanding of all products and services, with knowledge sufficient to discuss product attributes fully and confidently.
· Communicates with the client base and generates opportunities to cross-sell products and services to potential and existing investing clients, through design and development of newsletters, promotional material etc.
· Directs and actions ongoing promotion of products and services to solicitors, accountants, real estate agents, valuers, and all other external groups in order to influence them to refer their clients.
· Contributes to the quality of staff knowledge in the areas of funding products, service and networking through the provision of internal training support

Operational Activities
· Shares responsibility for the ongoing improvement in branch services through coordinating and participating in team and individual quality audit processes and both submitting and acting on suggestions from clients and branch team members for improvements to processes.
· Responsible for complying with all security and safety procedures within the branch including opening procedures, camera surveillance and maintenance, video monitoring, robbery and fire drill procedures and health and safety policies and procedures.
· Contributes to the flow of communication within the branch team, by actively participating in staff meetings.
· Performs other such reasonable duties and provides information and reports as may be required by the Manager.

Work Experience:
Work experience necessary to competently perform the duties of this position include:

Required
· Extensive and demonstrated sales and relationship building experience, preferably within the financial services industry
· Substantial experience and knowledge of financial markets, investment products and treasury operations

Preferred
· Established professional networks within the local area
· Substantial knowledge of full range of SBS products and services

Personal Qualities:
Personal qualities necessary to perform the duties of this position include:

Required
· Strong interpersonal communication skills
· Focus on identifying and meeting/exceeding customer needs
· Record of achieving targets and objectives
· Strong organisational and co-ordination skills
· Demonstrated personal presentation skills
· Able to take the initiative, make new contacts
· Sound decision making/analytical and negotiation skills
· Self-motivated

Qualifications: 
Minimum qualifications required to undertake this role include:

Required
· Possess or be working towards an investment advisory qualification, e.g.
Adviserlink Certificate in Financial Services, CFP

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Investment Consultant Job Description