In more detail, the areas of responsibility include:
Business Development & Client Relationship Management
- Skilfully closing sales and meeting the allocated sales targets
- Quality lead generation and effective follow-up on prospective opportunities.
- Client engagement and relationship management.
Financial Planning
- Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
- Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
- Recommend and execute business strategies in line with the company’s objective.
Industry Research & Product Knowledge
- Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
- Demonstrate solid understanding of financial products available in the market.
QUALIFICATION AND EXPERIENCE
The following experience is preferred:
- Bachelor’s degree in finance, economics, or related field.
- Minimum of 3 years’ experience in the financial sector.
- Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
- Financial Planning and Finance skills.
- Prior experience in the financial services industry is beneficial.
- Retirement Planning and Investments expertise.
- Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
- Business Acumen.
- Relationship building & networking skills.
- Excellent oral & written communication skills.
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