About this role
Job Summary
To generate new business ideas and devise strategies for acquiring new clients To generate income in line with the set-target of the company Effectively manage business relationships between the company and its clients and ensure excellent service delivery.
Job Details
- Market and sell appropriate investment products, financial and wealth management services/products to clients
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes
- Comply with all industry rules and regulation
- Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
- Consult with clients on investment strategies products and services that are suitable for their needs
- Respond to clients questions and requests
- Track and translate investment performance and make recommendations
- Build a strong and long term relationship with clients
- Establish a network of referrals
- Balances referral activities, customer follow up prospect building and administrator task
- Ability to create a sales and marketing strategies for new client
- Any other assignment as may be assigned by your supervisor
Requirements
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Bachelor’s Degree or its equivalent
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A good first degree in any discipline from a reputable Higher Institution.
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Other professional qualification may be an added advantage
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4 to 8 years of experience involving money management, including investment decision-making.
Skills/Knowledge
· Excellent interpersonal and communication skills
· Excellent prospecting and marketing skills
· Good knowledge of the Capital market in general and Wealth Management Services in particular.
· Excellent presentation skills
· Must possess good selling skills
· Strong quantitative and analytical skills
Leadership
· Ability to influence others to do what is ethically right.
· Must be fair, goal oriented, responsible and aggresive
· Must be able to evaluate others
· Must be charismatic
Proactive decision-maker
· Ability to look beyond the obvious/routine
· Ability to see what others cannot see
· Ability to seek a richer set of alternatives
· Ability to question assumptions
· Ability to proactively measure performance.
About Company
Meristem Wealth Management Limited
MERISTEM WEALTH MANAGEMENT LIMITED is a licensed Asset/Wealth Management Company designed to help grow clients’ wealth with its myriad of innovative services and has grown consistently over the years.