Duties and Responsibilities
Providing suitable advice to best fit the needs and requirements for clients
Preparing and presenting proposals to existing and potential clients using state-of-the-art investment planning tools
Meeting clients to understand their financial objectives
Explaining complex information relating to Investment Advisory in a clear and effortless way
Managing, maintaining, and building new and existing client relationships
Growing a client book within the first 6 months and consistently thereafter
Adhering to compliance, operational procedures, and practice management standards
Staying abreast of product information, performance, and industry changes
Building a sustainable book of clients in the corporate and retail segments of Pergamon Investment Bank
Consistently achieving the allocated Sales Production Target as per a performance scorecard
REQUIREMENTS
Education and Professional qualifications:
Bachelor's degree/Diploma in relevant field
Relevant Commercial/Financial Tertiary qualification
CISI Module I and II
Postgraduate Diploma in Investment Planning is advantageous
Experience and Knowledge:
5 years' experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
Knowledge and understanding of the dynamics in allocated market
Experience and track record in high-performance sales environments
Knowledge of best practice in Investment Planning and Advisory Services
Knowledge and understanding of investment planning through meaningful client engagements
Knowledge of and understanding of the consultative sales methodology
Experience using CRM
Prerequisite Skills:
Strong sales, interpersonal, and business-oriented acumen
Prospecting skills
Consultative Selling skills
Analytical and numerical skills
Strong presentation skills
Industry Background:
Asset Management
Commercial Banking (Deposit Mobilization)
Investment Banking