Job Title: Financial Advisor
Reports To: Director
Position: 20
Role Objective
Duties and Responsibilities
- Communicate
with prospective clients with the goal of converting prospects to clients,
- Build
trusted relationship through well developed interpersonal and
communication skills and meet revenue goals.
- The
Financial Advisor is expected to work with clients to help them examine
their immediate, medium and long-term financial situations, assist them
determine their wealth management strategy and implement that strategy.
- Their
primary role is to analyze the clients financial status, develop a
financial plan based on the data and information provided by the client,
discuss options, prepare and submit documents to implement the plan
selected by the client.
- The
Financial Advisor should help the individuals and groups plan the use of
their savings, income, and investments, from such products that may include
family budgeting schemes, mutual funds, equities, property, individual
retirement accounts (IRAs), insurance, real estate, or tax-sheltered
investment plans to form part of the investment strategy.
- To
maintain contact with the clients, to revise the plan based on clients
modified needs or changes in the capital markets.
- To
build his client portfolio through well coordinated referral processes.
Skills and Interests
- Effective
verbal and written communication skills.
- Good
grooming and presentation.
- Excellent
time management skills
- Ability
to work independently
- Ability
to work as a team member.
Qualifications
- BS
Business, Accounting, Finance or related field Age, over 28 years old
- 3+
years experience as an investment advisor, with experience on shares, bonds,
unit trusts and Insurance.
- Experience
in Salesmanship in the service industry with finance background
considered.
- One
(or more) of the following professional designations will be an added
advantage: Certified Financial Planner (CFP); Personal Financial Specialist
(PFS); or Chartered Financial Analyst (CFA).
- Strong
familiarity with the local Markets and strong prospecting skills.
- Book
of business preferred but not required
- Be
able to consistently close referred business
- Understand
how to use financial planning software
- Proficiency
in Word, Excel and Outlook.
Those fulfilling the
requirements of the above positions should email their application together
with a detailed CV, indicating your availability, expected and current salary
via email to dafina@wananchi.com on the subject line clearly indicate which
position you are applying for.
Till position is filled.
Disclaimer: Candidates who do not meet the minimum requirements stated above need not apply.
Till position is filled.
Disclaimer: Candidates who do not meet the minimum requirements stated above need not apply.
