Job Description
The main role of the position of Investment Advisor is to sell investment funds/solutions to prospective and existing clients and service the accounts thus created.
Salary: 33K
Duties and Responsibilities
Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /Offshore funds, umbrella pension scheme etc.) to prospective and existing individual and corporate clients
Generate strong leads for business conversion
Sign-in, manage and retain clients and their accounts and maintain a strong customer service
Meet and exceed exciting and aggressive work targets
Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers
Minimum supervision.
Build Rapport with Colleagues, to generate from them successful leads.
Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
Qualifications
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
A high sales drive and a strong will to succeed
