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Seniority (Financial Services)
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Meristem Securities Limited
Financial Services
Description
Requirements
- A good first degree in any discipline from a reputable Higher Institution.
- 4 - 8 Years experience (Capital markets)
- Professional qualification e.g. ACA, ACCA, CIS may be an added advantage.
Responsibilities
- Generate income and meet income target in line with the set-target.
- Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
- Follow up on clients’ mandates to ensure they are promptly executed and error free.
- Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
- Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
- Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.
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