Job Ref. No: JAML006
Role Purpose
To provide Professional Investment Advisory services to our clients within the retail segment. The successful candidate will be responsible for sourcing, retaining, and growing a client base by implementing financial planning solutions in line with the client’s needs. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Main duties and responsibilities:
Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
Managing, maintaining and building new and existing client relationships.
Preparing and presenting proposals to existing and potential clients
Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
Participate in specific product campaigns by ensuring that the products are explained to customers.
Adhering to compliance, operational procedures, and practice management standards.
Assists clients grow their investment portfolios by giving them the right advice on where to invest the money for maximum returns while reducing risk.
Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
Complies with all regulatory requirements in offering advice to clients to avoid penalties from regulators.
Consistently achieving the allocated sales targets.
Key Competencies
Prospecting skills
Personal Branding & Good communication skills
Social Selling & Negotiation skills
Virtual Selling Skills
Relationship management and networking skills
Able to plan and manage time effectively
Strong negotiation skills are required.
Ability to understand economic and financial trends is a requirement.
Qualifications
Bachelor’s degree/Diploma in relevant field
Investment industry knowledge (added advantage)
Relevant Experience
Minimum of 1 year work experience in the Financial Services industry in a Sales role in a Bank or in the Asset/wealth Management and Investment space.
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