Investment Advisor at Meristem Securities Limited

Job Summary

• 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 deliver.

Job Description

• 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.
• 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.
• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period Job Title: Investment Advisor Job Function: Business Development Department: Investment Advisory Business Unit: Meristem Stockbroking Limited Job Grade:
• 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.
• 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.
• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.

Job Experience

• A Good First Degree in any discipline from a reputable Higher Institution.
• Professional qualification e.g. ACA, ACCA, may be an added advantage

Skills/Knowledge:

• Excellent interpersonal and communication skills
• Excellent prospecting and marketing skills
• Good knowledge of the Capital market and its operations
• Excellent presentation skills
• Must possess good selling skills
• Strong quantitative and analytical skills Attributes
• Leadership
• Ability to influence others to do what is to be done.
• Must be fair, goal oriented, responsible and aggressive
• Must be able to evaluate others
• Must be charismatic
• Proactive decision-maker
• Ability to look beyond the obvious/routine
• Ability to see what others cannot see
• Ability to seek a richer set of alternatives
• Ability to question assumptions
• Ability to proactively measure performance.
• Sound ethics and integrity.
• 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.