Team Member, Retail Sales at Alan & Grant

Job Summary

• The Team Member, Retail Sales is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products whilst providing best advice and a quality service.

Key Responsibilities

• Market and sell a range of financial products whilst providing best advice and a quality service.
• Execute business development strategies to attract and acquire new clients and manage existing relationships.
• Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
• Advise clients regarding the advantages and disadvantages of different investment strategies.
• Perform other duties as assigned by the Head, Investment Platform.

Requirements

• Sound knowledge of investment products and markets and ability to apply this knowledge.
• Experience in retail financial services and a proven track record in a Sales or target driven environment.
• Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
• Excellent communication skills, common sense, and an empathetic ear
• Relationship management skills.
• Excellent people management skills.
• Ability to manage multiple priorities.
• Good appreciation and working knowledge of office productivity tools.
• Competitive drive and achievement oriented
• Motivation to learn, sell, and grow
• Good computer skills
• ​High degree of self-confidence