Wealth Advisor at Meristem Securities Limited

Job Objective/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 delivery.

Job Duties/Responsibilities:

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
• Comply with all industry rules and regulation
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task
• Ability to create a sales and marketing strategies for new client