Job Role

To provide Investment Advisory services to clients and Effective Management of clients.

Responsibilities

• Drive Sales, increase brand awareness, influence market share, and penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share.
• Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets
• Provide Investment opinions to investors and prospects.
• Monitor the Client’s investments and give proactive suggestions to enhance the portfolio.
• Establish Client Investment objections, including risk tolerance, and asset allocation and recommend suitable Investment options.
• Market Company Products and services to prospective Clients.
• Preparation of weekly and monthly Sales reports for the Sales Team
• Initiate and follow up on new business opportunities.
• Identify and resolve client’s enquiries and queries, and ensure proper documentation of issues and resolution.
• Advise and communicate with client on their investment performance and market trends.
• Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client
• Work closely with the Head of Sales to retain and expand market share for The First Ally Group.
• Work closely with Portfolio managers and the Head of Sales/Head, Client Coverage to assist clients in developing the best wealth management strategies, which involves effectively matching clients’ profiles with asset allocation recommendations.
• Participate in marketing events such as seminars, exhibitions, and trade shows.
• Perform other functions as assigned by the Head of Sales/Head, Client Coverage.

Skills Required.

• Proven record of Sales performance
• Excellent client relationship development/management
• Good negotiation, problem-solving and conflict resolution
• A deep understanding of alternative investment strategies
• A deep Knowledge of capital markets, alternative investments & asset management products
• Environmental / Industry analysis
• Financial Analysis / Interpretation
• Banking Operations (Domestic & International Operations)
• Investment Portfolio Management
• Money Market Trading
• Marketing Presentations
• Organization & Coordination

Qualifications/Requirements

• A good first degree in any discipline. Relevant Masters’ degree will be an advantage
• A recognized professional certification will be an added advantage