Wealth Advisor at Meristem Securities Limited

Job Summary

• To generate income in line with the set target of the company • To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.

• Develop new sales/marketing strategies to attract new.

• Facilitate cluster presentations and develop apposite marketing pitch(es)

• Facilitate conversion of prospects both from cluster presentations and otherwise.

• Manage and develop a good relationship with existing clients and generate a network of referrals

• Generate market intelligence for consistent improvement of new/existing products.

• Generate weekly/monthly reports on the progress of the conversion.

• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.

• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.

•  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree or it's equivalent

 Work Experience:

• 2-4 years experience in Financial services (preferably not in banking)

• Any sales experience (other than financial services) but with a first degree in Economics

• Good Presentation skills

• Proficiency in usage of Microsoft Office tools

• Leadership skills

• Proactive decision-maker

• Self-starter

• Sound ethics and integrity.

• Flair for business development & strategic thinking

• Flair for Client Experience Management