Team Lead, AXA Wealth Management Team at AXA Mansard

Details:

Job Objective: To serve as the primary relationship manager for high net worth and affluent clients, while operating along the lines of the company’s strategic goals.

Role Qualification:

 Academic/Professional: BSc. (Minimum 2.2) from a reputable tertiary institution. Possession of professional qualification (i.e. CFA, ACCA, ACA, Chartered Wealth Manager, LLB) will be an added advantage.

Work experience: Minimum 2 years’ in a relationship management job role in the Financial services industry particularly in Private banking, Wealth management, etc. or Business Strategy/Consulting

Key Responsibilities and Accountabilities

• Act as Financial Adviser/ Relationship Manager to HNI Clients.
• Supervise and closely monitor the activities of team members with the support of the unit head.
• Markets and sells AXA MANSARD products and services to High Net-worth Individuals (HNIs).
• Ensure the development of an active prospect list as well as sign on of HNIs to the AXA Mansard.
• Cross-sells and Up-sells additional products and services to existing  customers
• Supports the team in identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners
• Ensure all customer data and transactions history is complete, and up to date on all platforms
• Participates in product development, repackaging and customization as it relates to the team’s target market
• Provides market intelligence for product improvement/development to relevant teams in the company
• Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net-worth Individuals (HNIs)
• Effectively identifies and analyses the financial needs of clients
• Responsible for the preparation of proposals
• Processes transactions for sales made and liaises with operations teams to ensure turn-around-times for the unit are maintained
• Prepares weekly, monthly and quarterly activities reports.
• Carry out any other assignment that might be delegated by the Unit Head