Investment Sales Manager

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.