The ideal candidate is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products across investments, stockbroking and estate planning, whilst providing best advice and a quality service.
- Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning.
- Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives.
- Collaborate with other business segments to deliver comprehensive solutions to clients.
Client Relationship Management:
- Build and maintain strong relationships with retail clients.
- Ensure excellent client service delivery and quick resolution of client-related issues
- Provide personalized financial advice and solutions tailored to client needs.
- Conduct regular portfolio reviews and performance assessments.
Client Service Excellence:
- Ensure the highest level of client satisfaction and loyalty.
- Address and resolve client issues and concerns promptly.
- Monitor client feedback and implement improvements
COMPETENCIES, SKILLS & ABILITIES
- Sound knowledge of investment products and markets and ability to apply this knowledge
- Experience in retail financial services and a proven track record in a Sales or target driven environment.
- Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues.
- Excellent communication skills, common sense, and an empathetic ear
- Relationship management skills.
- Ability to manage multiple priorities.
- Good appreciation and working knowledge of office productivity tools.
- Competitive drive and achievement-oriented
- Motivation to learn, sell, and grow
- Good computer skills
- High degree of self-confidence
QUALIFICATION & EXPERIENCE
- Bachelor's degree in finance, Business Administration, Economics, or a related field. A master's degree or relevant professional certification (e.g., CFA, CFP) is preferred.
- Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients.
- Proven track record in client relationship management and business development.
- Strong knowledge of financial markets and investment products.
- Excellent communication, negotiation, and presentation skills.
- High ethical standards and a commitment to maintaining client confidentiality