Entry-level Relationship Officer at IBFCAlliance Limited

Key Responsibilities

• Identify and market all the Company’s products to prospects under general guidelines provided by the business.
• Develop and maintain client relationships by ensuring timely interactions with the clients via phone calls, emails, visits etc.
• Mine data / information and propose solutions to clients and marry the firm’s products to clients’ needs in a mutually beneficial way.
• Manage and advise clients on their investments and business finances.
• Communicate market research information to clients and use the information to assist them with their business/wealth creation objectives.
• Ensure that clients instructions are promptly and duly executed and appropriately processed internally through liaison with the relevant internal departments.

Qualification

• B.Sc from a reputable University.
• Professional qualifications in Law, Accounting, Stockbroking or Investment Management will be an added advantage.

Experience:

• Zero to three (3) years (max) post-graduation experience.
• Experience in the marketing/relationship management role in the financial services sector will be an advantage.
• Possession of existing client database will also be an advantage.
• Entry level and those with up to 3 years’ experience in the financial services sector

Required skills/attributes/Personality Profile:

• Good oral and written communication skills.
• Intelligent and eager to learn; intellectually inclined.
• Innovative and able to think outside the box.
• Outgoing, Self-motivated, Articulate, Confident and Eager to succeed.

Age Range:

• 24 – 28 years