Job Ref. No: JAML007
Role
Purpose
To provide Professional Investment Advisory services to
our clients within the retail segment. The successful candidate will be
responsible for sourcing, retaining, and growing a client base by implementing
financial planning solutions in line with the client’s needs. The role holder
will be required to be up to date with macro-economic trends, market
developments as well as monitoring corporate actions of listed companies.
Main duties and responsibilities:
- Meeting clients to understand
their financial objectives by selling & cross selling of all JAML
Investment products and services.
- Managing, maintaining and
building new and existing client relationships.
- Preparing and presenting
proposals to existing and potential clients
- Provide direct sales support
(quality lead generation and effective follow-up) to generate and convert
quality leads into sales.
- Participate in specific product
campaigns by ensuring that the products are explained to customers.
- Adhering to compliance,
operational procedures, and practice management standards.
- Assists clients grow their
investment portfolios by giving them the right advice on where to invest
the money for maximum returns while reducing risk.
- Asks clients pertinent questions
to understand their financial goals to advise them correctly on what
investment options to take.
- Complies with all regulatory
requirements in offering advice to clients to avoid penalties from
regulators.
- Consistently achieving the
allocated sales targets.
Key
Competencies
- Prospecting skills
- Personal Branding & Good
communication skills
- Social Selling & Negotiation
skills
- Virtual Selling Skills
- Relationship management and
networking skills
- Able to plan and manage time
effectively
- Strong negotiation skills are
required.
- Ability to understand economic
and financial trends is a requirement.
Qualifications
- Bachelor’s degree/Diploma in
relevant field
- Investment industry knowledge
(added advantage)
Relevant
Experience
- Minimum of 1 year work experience
in the Financial Services industry in a Sales role in a Bank or in the
Asset/wealth Management and Investment space.
How To Apply
If you are qualified and seeking an exciting new
challenge, please apply via jamlretailsales@jubileekenya.com before 25th March 2024 clearly
quoting the Job Reference Number & Job title