Our client is the leading international investment advisory company in Africa.
They provide investment advisory services to international investors and expatriates throughout Central, Eastern and Southern Africa.
They have the resources and experience to provide individuals and businesses with sound, objective recommendations.
Their prime commitment is to facilitate sustainable and long term wealth creation for its clients.
To this end they are looking for dynamic, innovative and motivated go-getters to join their team of financial consultants to address their growth needs.
Financial Consultants
Your Principal Accountabilities will be:
They provide investment advisory services to international investors and expatriates throughout Central, Eastern and Southern Africa.
They have the resources and experience to provide individuals and businesses with sound, objective recommendations.
Their prime commitment is to facilitate sustainable and long term wealth creation for its clients.
To this end they are looking for dynamic, innovative and motivated go-getters to join their team of financial consultants to address their growth needs.
Financial Consultants
Your Principal Accountabilities will be:
- Introduce and sell investments to customers and prospects through preparing and presenting a financial plan to the clients and monitoring their progress towards achieving their goals.
- Maintain a high level of profitable sales.
- Review investments/strategies/goals with existing clients.
- Meet with clients and prospects to discuss and evaluate all aspects of financial planning and services.
- Determine specific customer needs and ensure that appropriate market transactions are executed.
- Develop and maintain contacts for the sales of personal investment products to existing and prospective customers.
The successful candidates will possess:
- A BSc degree in Finance or a business related degree
- Minimum of 3 years experience in insurance and mutual funds sales
- A strong track record of sales success and service excellence
- Demonstrated sales relationship development and customer service
- Previous experience as a financial advisor, financial consultant, financial planner or an investment advisor
- Unquestionable communication and interpersonal skills
