In more detail, the areas of responsibility include:

Business Development & Client Relationship Management

• Skilfully 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.

QUALIFICATION AND EXPERIENCE 

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.