Responsibilities:
Engage in initial phone prospecting and leverage existing networks for new business.
Network extensively, generate leads, and seize opportunities to meet sales quotas.
Prepare and maintain lists of prospective clients, staying informed about industry trends to support financial consulting.
Conduct sales presentations to corporate clients and high-net-worth individuals (HNWIs).
Distribute current marketing materials and meet with prospects and clients both in and out of the office.
Assist clients with account documentation and facilitate fund transfers and investment placements.
Provide ongoing service to existing clients and maintain up-to-date product knowledge across various investment areas.
Oversee client portfolios, ensuring they are updated as necessary following quarterly reviews.
Adhere to all industry regulations and standards.
Requirements
Bachelor’s degree in finance, Business, or related field. Relevant certifications in financial planning or investment management are a plus.
3-5 years’ experience in a similar role.
Extrovert, confident, and possesses an outgoing personality.
Self-motivated with a professional demeanor.
Excellent in communication, negotiation, and presentation.
Deep interest in a long-term career in investment banking.
Strong analytical skills with the ability to provide data-driven advice.
Attention to detail with a knack for explaining complex information clearly.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Experience in sales within the financial services, banking, or investment sector preferred.
Demonstrable success in business development and client relationship management.
Apply via :
www.crystalrecruitment.co.ke
