Main duties and responsibilities:
Providing suitable advice to best fit the needs and requirements for clients.
Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
Meeting clients to understand their financial objectives.
Explaining complex information relating to Financial Advisory in a clear and effortless way
Managing, maintaining and building new and existing client relationships
Growing a client book within the first 24 months and consistently thereafter
Adhering to compliance, operational procedures and practice management standards
Staying abreast of product information, performance and industry changes
Building a sustainable book of clients in the corporate and retail segments of SIB
Consistently achieving the allocated Sales Production Target as per a performance scorecard.
Formal Qualifications
Bachelor’s degree/Diploma in relevant field
Relevant Commercial/Financial Tertiary qualification
CISI Module I and II
Postgraduate Diploma in Financial Planning
CFP Advantageous
Experience and Knowledge
5 years’ experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management spaces
Knowledge and understanding of the dynamics in allocated market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Knowledge of and understanding of the consultative sales methodology
Experience in application of a defined sales process.
If you are qualified and interested, please apply by sending your CV and Cover Letter to the email hr@sib.co.ke with the subject Financial Advisor – Global Markets by 5pm Tuesday 31st January, 2023.
Apply via :
hr@sib.co.ke
