Wealth Advisor at Meristem Securities Limited

KEY RESPONSIBILITIES

• Ability to 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 regulation.
• Ability to work closely with families, individual and businesses to provide customized recommendation to help them meet their goals.
• Engage clients on investment strategies products and services that are suitable for their needs.
• Respond to clients queries and requests.
• Track and translate investment performance and make recommendations.
• Outstanding client relationships qualities and practices.
• 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.

Desired experience
Minimum of 2 years of prior/cognate experience in the relevant field. Experience in sales, marketing, management, etc. Experience in Finance industry is preferable.

Studies
A bachelor's degree is required. However, a master's degree in any field but with keen interest/specialization in selling of financial services and products is preferable.

Minimum requirements

• A strategic thinker with quality experience in sales/business development.
• Sound knowledge of financial services industry.
• Visionary and help in making profitable future business deals.
• Analytical/Quantitative/Problem Solving Skills.
• Creativity, Initiative and Commitment.
• Excellent Oral & Written Communications skills.
• Excellent Relationship Management skills.
• Adherence to policies/Limits.
• Good Networking skills.
• Prolific skills in deal origination, execution and Project Management.
• Team Player Skills.

Desired requirements

• Ability to influence others positively to do what is to be done.
• Must be fair, goal oriented, responsible and driven.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions and norms.
• Ability to proactively measure performance.
• Must be able to evaluate others.
• Must be charismatic.
• Must have high sense of integrity, accountability and dependability.
• Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.