Closing: Mar 3, 2023
This position has expiredPublished: Feb 25, 2023 (31 days ago)
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Job Summary
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Requirements
- Bachelors degree or its equivalent
- A good first degree in any discipline from any reputable Higher institution
- 4-6years of experience involving money management ,including investment decision making
Responsibilities
Requirements
- Bachelors degree or its equivalent
- A good first degree in any discipline from any reputable Higher institution
- 4-6years of experience involving money management ,including investment decision making
Job Description
- Market and sell appropriate investment products, financial and wealth management services/products to clients
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes
- Comply with all industry rules and regulation
- Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
- Consult with clients on investment strategies products and services that are suitable for their needs
- Respond to clients questions and requests
- Track and translate investment performance and make recommendations
- Build a strong and long term relationship with clients
- Establish a network of referrals
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