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Investment Financial Advisor

Closing: Nov 23, 2022

This position has expired

Published: Nov 17, 2022 (22 days ago)

Job Requirements

Education:

Work experience:

Language skills:

Job Summary

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Qualifications, Skills and Ability Requirements

  • An undergraduate degree from a recognized university
  • An appropriate qualification/ training in sales and marketing
  • Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc. would be an advantage
  • Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
  • A good working knowledge of financial markets and financial products
  • Confident, articulate and with strong communication skills
  • Results oriented with ability to work under strict deadlines and meet sales targets
  • Well groomed, presentable and strong interpersonal skills
  • Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision


Responsibilities

Qualifications, Skills and Ability Requirements

  • An undergraduate degree from a recognized university
  • An appropriate qualification/ training in sales and marketing
  • Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc. would be an advantage
  • Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
  • A good working knowledge of financial markets and financial products
  • Confident, articulate and with strong communication skills
  • Results oriented with ability to work under strict deadlines and meet sales targets
  • Well groomed, presentable and strong interpersonal skills
  • Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
  • Ability to thrive in a high-pressure, fast-paced environment with minimum supervision


1. Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /Off-

Shore funds) to prospective and existing individual and corporate clients

2. Sign-in, manage and retain clients and their accounts and maintain a strong customer service

3. Meet and exceed exciting and aggressive work targets

4. Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers

minimum supervision.

5. Build Rapport with Colleagues, to generate from them successful leads.

6.Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.


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