Relationship Officers at a Non-Bank Financial Institution

Key responsibilities:

• Identify and market all the Company’s products of prospect under general guidelines provided by the business
• Developing and maintain client relationships by ensuring timely interactions with the clients via phone calls, emails, visits etc.
• Ability to mine data /information and propose solutions to clients that marry the firm's products to client needs in a mutually beneficial way
• Managing and advising clients on their investments and business finances
• Communicating market research information to clients and using the information to assist clients with their business/wealth creation objectives
• Ensure that clients instructions are promptly and duly executed and appropriately processed internally through liaison with the relevant internal departments

Qualification

•  BSc (Hons) degree from a reputable University
• Professional qualifications in Accounting, Stockbroking or Investments management will be an added advantage

Experience

• Zero to three (3) years (max) post-graduation experience
• Experience in the marketing/relationship management role in the financial services sector will be an advantage

Required Skills/Attributes/Personality Profile

• Good oral and written communication skills
• Intelligent and eager to learn; Intellectually inclined
•  Innovative and able to think outside the box
• Outgoing, Self-motivated, Articulate, Confident and Eager to succeed

Age Range

• 24 – 28 years