New
2 weeks ago
Savings and Investments Officer(Conventional)
Yopsa Financial Services LTD
Accounting, Auditing & Finance
Banking, Finance & Insurance
Confidential
Easy Apply
Job Summary
The Savings and Investments Officer will be responsible for promoting and managing savings and investment products, ensuring customer financial growth, and driving portfolio expansion.
- Minimum Qualification : Bachelors
- Experience Level : Entry level
- Experience Length : 2 years
Job Description/Requirements
Location: Fortal Portal, Bunyangabu
Reports To: Branch Manager
Job Summary:
The Savings and Investments Officer will be responsible for promoting and managing savings and investment products, ensuring customer financial growth, and driving portfolio expansion.
Key Responsibilities:
- Market and promote Yopsa’s savings and investment products to existing and potential clients.
- Build relationships with customers to understand their financial goals.
- Advise clients on suitable investment opportunities.
- Monitor and analyze customer savings and investment trends.
- Ensure compliance with financial regulations and internal policies.
- Prepare periodic reports on portfolio performance and client engagement.
Qualifications & Skills:
- Bachelor’s degree in Finance, Banking, Business Administration, or related fields.
- 2+ years of experience in savings, investment, or financial advisory services.
- Strong negotiation and sales skills.
- Good understanding of financial products and risk assessment.
How to Apply:
All applications will be received and Reviewed through BrighterMonday Portal by Clicking on the 'Apply Here' section
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