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
Gmail
Yahoomail