• 2.4.6 Investments – distribution and sales


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    Description of role

    Responsible for the distribution and sales of investment products.

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    Core skills

    • Understand customer needs, market segments and different approaches in targeting and selecting clients
    • Ability to identify, acquire and maintain client relationships
    • Knowledge of generalist marketing skills
    • Good investment communication skills ensuring clients are up-to-date on investment views
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    Qualification and/ or certification

    • QFSQF Level 3
    • Relevant experience

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    Industry knowledge

    • Knowledge of entire spectrum of investment products

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    Regulatory compliance of role

    • Knowledge of banking regulatory framework
    • AML laws and regulations