Sales Associate at Kaplo Africa

Key Responsibilities

• Drive sales of investment products including mutual funds, fixed income instruments, and portfolio management services
• Source and onboard HNI and retail clients in compliance with regulatory standards
• Build and maintain strong client relationships to ensure retention and growth of Assets Under Management (AUM)
• Provide informed investment guidance aligned with clients’ risk profiles
• Ensure strict adherence to SEC and internal compliance requirements
• Achieve and exceed monthly and quarterly sales targets.

Requirements

• Proven experience in a registered and licensed asset management company
• Strong understanding of investment products, capital markets, and regulatory frameworks
• Demonstrated track record of meeting or exceeding sales targets
• Excellent communication, negotiation, and relationship management skills
• High level of integrity, professionalism, and compliance awareness
• This role is ideal for a driven investment sales professional who understands the regulatory landscape and thrives in a performance-oriented environment.
• Qualified candidates ready to grow within a structured and compliant asset management environment are encouraged to apply.

Important Requirement:

• Due to regulatory and compliance considerations, candidates must have prior work experience in a registered and licensed asset management firm.
• Experience outside regulated asset management institutions will not be considered.