Job Brief
The Private Wealth Advisor’s role is to increase Assets Under Management for the organization through the sale of Private Wealth products in line with set targets.
Principal Accountabilities:
Develop a knowledge of the client’s entire financial situation and be able to structure a goals-based investment and financial plan.
Develop and deliver private wealth education presentations and sessions to clients and prospects.
Develop relationships with management teams of institutions, as well as cultivating relationships with key industry players in listed and non-listed space
Collaborates with the Investment Management and Enablement Teams regarding investment strategy and client portfolio structure.
Provide market feedback to facilitate the development of new and enhancement of existing products that meet client needs. Provide product recommendations
Continuously update and provide feedback on client FAQs
Generate and update sales customer relationship management system
Maintain a deal pipeline and continuously update on progress
Participate in training IFAs on Nabo products
Assist in the development of a competitive commission structure and provide feedback on market
Drive business results and acquire new assets under management through selling financial products to the existing client base and new client acquisition.
Ability to generate KES 100 Mn in sales per month through selling financial products to existing clients and new clients
Develop a knowledge of client’s financial needs and be able to communicate a goals-based investment plan to meet their needs
Provide market feedback to facilitate the development of new products and enhancement of existing products
Continuously update and provide feedback on client FAQs
Generate and update customer sales log
Maintain a deal pipeline and continuously update on progress
Minimum Requirements:
Bachelor’s degree or equivalent in a related field (Investments, Finance, Accounting, Economics, Business Administration)
Enrolled in or progress toward a related professional course and/or certificate (CFA, ACCA, CPA, CAIA)
Minimum of 3 years work experience in investment management
Strong knowledge of MS tools including Word, Excel and PowerPoint
Have a good understanding of investment products in general
Have existing relationships that meet the profile of a Nabo client
Apply via :
lde.tbe.taleo.net
