Jobs at Proten

Job Description

• Meeting or exceeding planned sales goals.
• Maintaining and developing a customer and prospect database.
• Coordinating with relevant team on lead generation.
• Coordinating the sales efforts with marketing team.
• Acquiring deposits and balance of payment from clients.
• Visiting potential clients to evaluate their needs and promote our product.
• Managing and closing the sales cycle.
• Develop Sales Proposals and Follow up on Sales Activity.
• Present information about company offerings during seminars or other large events to potential customers.
• Give customers product demonstrations (In-person/Web Platform) and educate them about the features & benefits of the product.
• Create, present and deliver meetings and sales visits as required.
• Demonstrate leadership abilities and superior presentation skills in a multi-cultural environment.
• Understand the needs and pains of the customer and ability then to link them to a set of products/ solutions provided by Engineering Team.
• Maintain understanding and awareness of all relevant competitive products in the market place.

Qualifications

• BSc in a related field
• Proven experience as a sales executive 
• Competency in Microsoft applications including Word, Excel, and PowerPoint.
• Basic understanding of Sales Reports
• Ability to work independently or in a team environment.
• Self-motivated and able to work under pressure.
• Value Selling, Negotiation Skills, Excellent verbal and written communication skills

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DESCRIPTION:

The primary objective of this role is a comprehensive strategy that considers all aspects of the client’s finances to meet company’s financial target and manage relationship with clients. Offers financial advice to corporate/institutional clients. Conduct financial planning and assist in preserving and generating wealth. Responsible in overseeing all client related issues, develop strategies for customer services, authorize refunds on products, maintain business relationships with existing clients and bring new clients on board.

KEY RESPONSIBILITIES:

• Advising clients on financial products and services
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current assets allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
• Conduct macro and fixed income research to support investment strategy.
• Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
• Collaborate with other units on various initiatives to achieve the overall corporate objective
• Optimize the use of technological tools to improve investment management process and operational efficiency
• Preparation of portfolio strategy for group assets under management.
• Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.

KEY SKILLS AND ABILITES

• Strong writing and communication skills
• Strong relationship Management
• Good presentation skills
• Ability to think strategically and to lead the team
• Ability to influence and persuade clients
• Good time management and organizational ability
• Ability to multitask and meet constant deadlines
• Oral Communication with internal and external stakeholders
• Building cordial relationship with internal and external stakeholders
• High service orientation
• Knowledge of the job and the industry
• Proficiency in Microsoft office
• Attentiveness to details
• Operational Perspective
• Business support Acumen
• Networking
• Willingness to work long hours, when necessary

Qualifications

• Bachelor’s Degree in Business, Accounting, or related fields
• Master’s Degree will be an added advantage
• Professional qualification/membership from a reputable institution
• Minimum of 5 years’ Wealth Management experience
• Minimum of 3 years in a managerial position
• Must be knowledgeable in the field and have understanding on what goes on in the market space and the sector as a whole.
• Must work in the Assets Management Industry

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DESCRIPTION:

The primary objective of this role is to develop quality business relationships with the organization’s clients to ensure optimum client acquisition, retention, and income generation from sale of company’s investment products. Working as a consultant to clients at all levels including HNIs and UHNIs, the Relationship Manager uses their financial expertise to provide financial advice to clients while working to improve the company’s competitive advantage within her operating environment.

KEY RESPONSIBILITIES:

• Relationship Management
• Advising clients on financial products and services
• Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicates a need for plan reassessment.
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
• Report all feedback from clients to the Head, Wealth Management.

KEY SKILLS AND ABILITIES:

• Strong writing and communication skills
• Strong relationship Management
• Good presentation skills
• Ability to influence and persuade clients.
• Good time management and organizational ability
• Ability to multitask and meet targets and deadlines constantly.
• Oral Communication with internal and external stakeholders
• Building cordial relationship with internal and external stakeholders
• High service orientation
• Knowledge of the job and the financial service industry
• Proficiency in Microsoft Office Suites
• Attention to details
• Business support Acumen
• Ability to network with High Net-worth Individuals.
• Entrepreneurial and ownership mindset

Qualifications

• Bachelor’s degree in business, Accounting, Marketing, or related fields
• Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution
• Minimum of three (3) years relevant working experience in a similar role within the financial services industry
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
• Must work within the Assets Management Industry