Wealth Advisor at SFL Asset Management Limited

Job Duties / Responsibilities

• Compile and profile names of individuals/companies/clusters that fit the target market description
• Facilitate cluster meetings, for presenting our services offerings.
• Achieve set cluster meeting targets
• Coordinate at the team level, the development and execution of all market strategies.
• Facilitate conversion of prospects including follow up of individuals, group/clusters and achieve set conversion targets.
• Upselling of pre-qualified retail clients to other services
• Actively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.
• Obtain referrals from clients in line with the targets set for the teams
• Generate weekly/monthly reports on progress of conversion of prospects
• Demonstrate the desire to gain adequate knowledge of core asset management services and take practical steps to achieving same.
• Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises
• Provide support towards all Asset Management related events and actively create opportunities for the team to network.
• Other responsibilities may be assigned by management from time to.