Dedicated Financial Advisor- (Re-Advertised) at Jubilee Insurance

Job Ref. No: JAML002

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 JFSL 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.
• Staying abreast of product information, performance, and industry changes.
• Building a sustainable book of clients in the retail segment.
• 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.
• Advises clients on changing economic and investment trends to assist them in making informed choices about investments in their chosen areas.
• Interprets financial and investment reports on behalf of clients to assist them in having a deeper understanding of the performance of their investments.
• Carries periodic updates of clients' investment portfolios to assist clients in seeing the performance of their portfolios.
• Builds client relationships that assist them in offering new investment products and services.
• Meets with clients to understand their financial needs and objectives, risk tolerance, income, and asset profiles to assist them in choosing the ideal investment options.
• 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
• Social Selling skills
• Virtual Selling Skills
• Consultative Selling skills
• Able to work independently
• 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.
• Good communication skills.
• Good stakeholder management skills.
• A high level of attention to detail
• Ability to work under pressure.

Qualifications

• Bachelor’s degree/Diploma in relevant field
• Investment industry knowledge (added advantage)

Relevant Experience

• Minimum of 1 years’ work experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management space