Investment Advisor at MacTay Consulting

Industry: Financial Services

Objectives:

• 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

Job responsibilities:

• 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, analyze 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.

Job requirements:

• Bachelor’s Degree in any discipline.
• Experience with a similar position in the banking sector/financial services sector
• Professional qualification will be an added advantage.