InvestmentAdvisor

# **Job Description** **Purpose of the role** To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. **Accountabilities** * Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. * Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. * Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. . * Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. * Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations. * Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. * Participation in events, conferences, and other networking opportunities to showcase the product and generate interest. **Vice President Expectations** * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. * If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performa