Overview We are seeking a results-driven Investing Product Specialist to drive the growth and adoption of our investment solutions. In this role, you will act as the primary partner for our investment clients—building trusted, long-term relationships while actively identifying and closing new business opportunities. You will bridge market opportunities with our financial products, hit key commercial targets, and ensure an exceptional client experience from onboarding through ongoing portfolio management.
What You’ll Do
Act as the main contact for investment clients and ensure their satisfaction.
Develop, build, and maintain strong, long-term relationships with clients to ensure trust and ongoing business growth
Participate in events and networking to strengthen client relationships and attract new
Achieve sales targets (acquisition, revenue, and product usage).
Identify and pursue new business opportunities.
Present products, negotiate terms, and close deals.
Work with internal teams to ensure smooth onboarding and service delivery.
Increase business with existing clients through cross-selling.
Promote Company Investment Products
Support onboarding of new clients and maintain long-term relationships.
Analyze client data to identify opportunities.
Monitor client activity and manage risks.
Keep client records updated.
Track sales performance and report progress.
Share updates on client activity and market trends.
Follow and suggest improvements to policies and processes.

What Makes You a Good Fit
Bachelor’s degree in Business, Finance, or related field.
1–3 years’ experience
Strong working knowledge of Business Banking and core investment products.
Outstanding communication, presentation, and negotiation skills with a strategic, analytical mindset.
Demonstrated success in portfolio growth, deal negotiation, and hitting sales performance metrics.