Investment Advisor at Meristem Securities Limited

The role of the investment advisor is to generate new business ideas and devise strategies for acquiring new clients while providing effective investment advisory services to clients.

The main responsibilities of the position include:

• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period
• Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyse their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
• Follow up on clients’ mandates to ensure they are promptly executed and error free.
• Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
• Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.

Experience & Skill

• A good university degree - preferably in social sciences, finance or accounting
• Minimum of  3-5 years’ experience preferably in a similar role in a financial institution
• Professional qualification e.g. CIS, ACA, ACCA, may be an added advantage.