Reading for CIMA, CIM, SLIM, or a University Degree. Reading for CFA preferred.
DUTIES AND RESPONSIBILITES
Develop an action a business development strategy according to the organization's objectives
Developing sales strategies and advice for prospects and existing clients. (High net-worth individuals and corporates)
Establish strong client relationships by exceeding client expectations, demonstrate knowledge of investments and financial markets and advise clients on a financial pian.
Accurately arrange and confimi client account transactions and answer general account inquiries.
Identify potential leads, obtain face to face meetings, handle objections and dose sales.
QUALIFICATIONS AND REQUIREMENTS
Reading for CIMA, CIM, SLIM, or a University Degree. Reading for CFA preferred.
Strong people skills, excellent communication skills and ease at building relationships.
Interest in financial markets, financial planning and sales.
Should be a self-starter with a need for achievement" mindset to thrive in a sales environment.