Job Ref. No: JAML006
Role Purpose
To
provide Professional Investment Advisory services to our clients within the
Retail, High Net worth & Institutional segments. 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.
- 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
- Able to work independently and deliver
results without supervision.
- 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/Certificate in
relevant field.
- A Professional Certificate in Insurance
or Investments – Certificate of Proficiency or CISI
- Investment industry knowledge Mandatory.
Relevant Experience
- Minimum of 3 years’ sales experience in
the Financial Services industry selling investment products or Insurance
products.
How To Apply
If
you are qualified and seeking an exciting new challenge, please apply via jamlretailsales@jubileekenya.com before 25th
April 2024 clearly quoting the Job Reference Number &
Job title Only shortlisted candidates will be contacted.
