Wealth Advisor at Meristem Securities Limited

The purpose of the role is to generate new business ideas and devise strategies for acquiring new clients. To generate income in line with the set-target of the company, effectively manage business relationships between the company and its clients and ensure excellent service delivery.

The main responsibilities of the position include:

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
• Comply with all industry rules and regulations
• Works closely with families, individuals and businesses to provide customized recommendations to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task
• Ability to create a sales and marketing strategies for new client

Qualification, Experience & Skills

• A good first degree in any discipline from a reputable Higher Institution.
• Minimum of 5 years experience
• Other professional qualification may be an added advantage.
• Must uphold high ethical standards i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.
• Excellent prospecting and marketing skills
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Excellent presentation skills
• Must possess good selling skills