Team Member, Retail Sales at ARM Hold Co.

Job Summary

• The ideal candidate 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 across investments, stockbroking and estate planning, whilst providing best advice and a quality service.

KEY RESPONSIBILITIES 

Business Development:

• Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning.
• Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives. •
• Collaborate with other business segments to deliver comprehensive solutions to clients.

Client Relationship Management:

• Build and maintain strong relationships with retail clients.
• Ensure excellent client service delivery and quick resolution of client-related issues
• Provide personalized financial advice and solutions tailored to client needs.
• Conduct regular portfolio reviews and performance assessments.

Client Service Excellence:

• Ensure the highest level of client satisfaction and loyalty.
• Address and resolve client issues and concerns promptly.
• Monitor client feedback and implement improvements

Requirements

COMPETENCIES, SKILLS & ABILITIES

• 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 effectively uncover and resolve complex customer and employee issues.
• Excellent communication skills, common sense, and an empathetic ear
• Relationship 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

QUALIFICATION & EXPERIENCE 

Education:

• Bachelor’s degree in finance, Business Administration, Economics, or a related field.
• A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred.

Experience:

• Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients.
• Proven track record in client relationship management and business development.

Other Requirements:

• Strong knowledge of financial markets and investment products.
• Excellent communication, negotiation, and presentation skills.
• High ethical standards and a commitment to maintaining client confidentiality