Job Description
Alan & Grant – Our client is a capital market conglomerate that provides different financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship, registrars and probate management services, investment banking, leases, and loans.
Job Objective/Summary:
- To generate new business ideas and devise strategies for acquiring new clients
- To generate income in line with the set-target of the company
- Effectively manage business relationships between the company and its clients and ensure excellent service delivery.
Job Duties/Responsibilities:
- Market and sell appropriate investment products, financial and wealth management services/products to clients
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes
- Comply with all industry rules and regulations
- Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
- Consult with clients on investment strategies products and services that are suitable for their needs
- Respond to clients questions and requests
- Track and translate investment performance and make recommendations
- Build a strong and long term relationship with clients
- Establish a network of referrals
- Balances referral activities, customer follow up prospect building and administrator task
- Ability to create sales and marketing strategies for new clients
- Any other assignment as may be assigned by your supervisor
Key Performance Metrics
- Number of new accounts opened
- Income generated from transactions
- Level of complaints/commendation from clients
Requirements
Qualifications / Education:
- Bachelor’s Degree or its equivalent
- A good First Degree in any discipline from a reputable Higher Institution.
- Other professional qualifications may be an added advantage.
Work Experience:
- 4 to 6 years of experience involving money management, including investment decision-making.
Skills & Competencies:
- Excellent interpersonal and communication skills.
- Excellent prospecting and marketing skills.
- Good knowledge of the Capital market in general and Wealth Management Services in particular.
- Excellent presentation skills.
- Must possess good selling skills.
- Strong quantitative and analytical skills.
- Ability to influence others to do what is ethically right.
- Must be fair, goal oriented and responsible .
- Must be able to evaluate others.
- Must be charismatic.
- Proactive decision-maker.
- Ability to look beyond the obvious/routine.
- Ability to see what others cannot see.
- Ability to seek a richer set of alternatives.
- Ability to question assumptions.
- Ability to proactively measure performance.
- Must have a high sense of integrity, accountability and dependability
- Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code.