Roles and responsibilities
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.
In more detail, the areas of responsibility include:
Business Development & Client Relationship Management
Skillfully closing sales and meeting the allocated sales targets
Quality lead generation and effective follow-up on prospective opportunities.
Client engagement and relationship management.
Financial Planning
Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
Recommend and execute business strategies in line with the company’s objective.
Industry Research & Product Knowledge
Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
Demonstrate solid understanding of financial products available in the market.
Experience and personal qualities
The following experience is preferred:
Bachelor’s degree in finance, economics, or related field.
Minimum of 3 years’ experience in the financial sector.
Certifications such as Certified Public Accountant (CPA) ,Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
Financial Planning and Finance skills.
Prior experience in the financial services industry is beneficial.
Retirement Planning and Investments expertise.
Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
Business Acumen.
Relationship building & networking skills.
Excellent oral & written communication skills.
The following personal qualities are preferred:
High level of professionalism and integrity.
Ability to manage expectations.
Self-awareness
Resilient
Problem Solving
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Use the link(s) below to apply on company website. If your career aspirations match this opportunity, kindly submit your application exclusively through LinkedIn on or before 5:00 pm GMT, Thursday, 13th June 2024.
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