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  • Posted: Feb 7, 2019
    Deadline: Not specified
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  • AXA Mansard is a member of the AXA Group, the worldwide leader in insurance and asset management with 157,000 employees serving 103 million clients in 59 countries. The group is a conglomerate of independently run businesses, operated according to the laws and regulations of many different countries. Despite being written in upper case, "AXA" is no...
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    Team Lead, AXA Wealth Management Team

    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

    Method of Application

    Interested and qualified candidates should apply using the Apply Now button below.
  • Send your application

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