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  • Posted: Feb 7, 2019
    Deadline: Not specified
  • 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...
    Read more about this company

    Team Lead, AXA Wealth Management Team


    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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