Closing: Apr 25, 2024
This position has expiredPublished: Apr 15, 2024 (15 days ago)
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Job Summary
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Job Ref. No: JAML006
Role Purpose
To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Key Competencies
- Prospecting skills
- Personal Branding & Good communication skills
- Social Selling & Negotiation skills
- Virtual Selling Skills
- Able to work independently and deliver results without supervision.
- Relationship management and networking skills
- Able to plan and manage time effectively
- Strong negotiation skills are required.
- Ability to understand economic and financial trends is a requirement.
Qualifications
- Bachelor’s Degree/Diploma/Certificate in relevant field.
- A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
- Investment industry knowledge Mandatory.
Relevant Experience
- Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products.
Responsibilities
Job Ref. No: JAML006
Role Purpose
To provide Professional Investment Advisory services to our clients within the Retail, High Net worth & Institutional segments. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Key Competencies
- Prospecting skills
- Personal Branding & Good communication skills
- Social Selling & Negotiation skills
- Virtual Selling Skills
- Able to work independently and deliver results without supervision.
- Relationship management and networking skills
- Able to plan and manage time effectively
- Strong negotiation skills are required.
- Ability to understand economic and financial trends is a requirement.
Qualifications
- Bachelor’s Degree/Diploma/Certificate in relevant field.
- A Professional Certificate in Insurance or Investments – Certificate of Proficiency or CISI
- Investment industry knowledge Mandatory.
Relevant Experience
- Minimum of 3 years’ sales experience in the Financial Services industry selling investment products or Insurance products.
- Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
- Managing, maintaining and building new and existing client relationships.
- Preparing and presenting proposals to existing and potential clients
- Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
- Participate in specific product campaigns by ensuring that the products are explained to customers.
- Adhering to compliance, operational procedures, and practice management standards.
- Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
- Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
- Consistently achieving the allocated sales targets.
Applications submitted via Fuzu have 32% higher chance of getting shortlisted.