Description

Job Title: Investment Specialist

The Investment Specialist is responsible for achieving a quarterly investment target assigned through targeted acquisition and engagement of retail investors. This role focuses on driving growth by onboarding new clients, building strong relationships, and delivering value-driven investment solutions. The ideal candidate will possess a results-oriented mindset, excellent communication skills, and a strong understanding of investment products to achieve and exceed targets.

• Drive investment growth by achieving a quarterly target.
• Develop and implement strategies to acquire retail investors and expand the customer base.
• Monitor and evaluate individual performance to ensure alignment with team and organizational goals.

Customer Acquisition & Onboarding:

• Identify and onboard retail investors through various channels, including direct outreach, referrals, and partnerships.
• Educate prospective investors on available investment products and guide them through the onboarding process.
• Ensure seamless customer experience, from onboarding to investment initiation.

Relationship Management:

• Build and maintain strong relationships with retail investors to drive retention and repeat investments.
• Provide ongoing support to clients, addressing their inquiries and offering tailored investment solutions.
• Leverage customer feedback to enhance investment offerings and processes.

Market Development:

• Collaborate with the marketing team to design and execute campaigns targeting retail investors.
• Actively identify market opportunities and trends to optimize customer acquisition strategies.

Performance Monitoring & Reporting:

• Track and report key metrics, including funds mobilized, customer acquisition rates, and portfolio growth.
• Provide regular updates to the Investment Lead on progress toward targets and key insights.

Requirements

• Bachelor’s degree in finance, Economics, Marketing, or a related field.
• 3+ years of experience in financial services, investment sales, or customer relationship management.
• Proven ability to achieve financial targets and build a strong investor network.
• Strong interpersonal, communication, and presentation skills.
• Knowledge of investment products and services, with a focus on retail markets.
• Results-driven with the ability to work independently and as part of a team.

Why Join Us?

At Credit Direct, we are committed to empowering individuals through innovative financial solutions. As an Investment Specialist, you will play a critical role in helping clients achieve their financial goals while contributing to the growth of our investment portfolio.

Benefits

At Credit Direct Finance Company Limited, we value our employees and strive to provide a comprehensive benefits package that recognizes their contributions and supports their well-being. As part of our commitment to a positive work environment, we offer the following benefits:

Competitive Salary: We offer a competitive salary structure that is commensurate with industry standards and recognizes the skills and experience of our employees.

Quarterly Performance Pay: We recognize and reward exceptional performance. Our quarterly performance pay program allows employees to earn additional compensation based on their individual and team achievements.

Transport Subsidy: We understand the importance of accessible transportation for our employees. To assist with commuting expenses, we provide a transport subsidy to help alleviate the financial burden associated with travel to and from work.

Staff Bus: We offer a convenient and reliable staff bus service for eligible employees, ensuring a comfortable and stress-free commute to the workplace.

Hybrid Work: We believe in providing flexibility and work-life balance. Our hybrid work policy allows eligible employees to work remotely for a certain number of days per week, promoting a healthy work-life integration.

13th Month Salary: As an additional financial benefit, we provide a 13th-month salary to our employees. This extra payment, usually received at the end of the year, serves as a bonus and acknowledges their dedication and commitment throughout the year.

Leave Allowance: We recognize the importance of taking time off for rest and relaxation. In addition to annual leave entitlement, we provide a leave allowance to eligible employees, offering financial support during their vacation time.

Profit Sharing: We believe in sharing our success with our employees. Through our profit-sharing program, eligible employees have the opportunity to receive a share of the company’s profits, providing an additional incentive for their dedication and hard work.

These benefits are designed to support our employees’ financial well-being, work-life balance, and professional growth. We continuously review and enhance our benefits package to ensure that it remains competitive and aligned with the needs and preferences of our valued employees.

Here is why some companies might not hire you, check it out here.  

Check out the fastest growing and declining jobs 2025-2030. Click here 

2025 Scholarships for International Students and over 650+ Companies hiring Right now. Click here