Closing: Jun 3, 2023
This position has expiredPublished: May 12, 2023 (28 days ago)
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Job Summary
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Requirements
- Sound knowledge of investment products and markets and ability to apply this knowledge.
- Experience in retail financial services and a proven track record in a sales or target driven environment.
- Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
- Excellent communication skills, common sense, and an empathetic ear.
- Strong customer service and relationship management skills.
- Excellent knowledge of back office operations.
- Excellent entrepreneurial orientation.
- Excellent people management skills.
- Excellent problem analysis and solving skills.
- Ability to manage multiple priorities.
- Good appreciation and working knowledge of office productivity tools.
- Competitive drive and achievement oriented.
- Motivation to learn, sell, and grow.
- Good mathematical and computer skills.
- High degree of self-confidence.
Responsibilities
Requirements
- Sound knowledge of investment products and markets and ability to apply this knowledge.
- Experience in retail financial services and a proven track record in a sales or target driven environment.
- Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
- Excellent communication skills, common sense, and an empathetic ear.
- Strong customer service and relationship management skills.
- Excellent knowledge of back office operations.
- Excellent entrepreneurial orientation.
- Excellent people management skills.
- Excellent problem analysis and solving skills.
- Ability to manage multiple priorities.
- Good appreciation and working knowledge of office productivity tools.
- Competitive drive and achievement oriented.
- Motivation to learn, sell, and grow.
- Good mathematical and computer skills.
- High degree of self-confidence.
- Market and sell a range of financial products while providing the best advice and a quality service.
- Devise and execute business development strategies to attract and acquire new clients.
- Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon.
- Advise clients regarding the advantages and disadvantages of different investments strategies.
- Cross-checking & Collation of Retirement Saving Account Forms.
- Ensuring that enrollees submit their Certificate of Membership to the necessary quarters.
- Liaise with the accounts section of the client office to ensure quick remittance of staff contributions as quickly as PINS are generated and delivered.
- Responsible for the management of clients accounts and feedback on the quality of service delivered to ensure improvement and world-class service.
- Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals.
- Achieve client satisfaction and loyalty through excellent service.
- Perform other duties as assigned by the Head, Investment Platform.

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