Job Brief
A non-bank financial institution which has been providing its clients with sound financial advice since 1991 with a vision to provide its select clients with private banking services built on integrity and exceptional service wishes to expanding its clientele base through the introduction of initiatives in marketing and relationship management with respect to wealth creating investments and financing services
The business wishes to recruit young, innovative and forward looking Relationship Officers (entry level and those with up to two (2) years experience in the financial services sector).
Key responsibilities:
Identify and market all the Company’s products of prospects under general guidelines provided by the business
Developing and maintain client relationships by ensuring timely interactions with the clients via phone calls, emails, visits etc.
Ability to mine data /information and propose solutions to clients that marry the firms products to client needs in a mutually beneficial way
Managing and advising clients on their investments and business finances
Communicating market research information to clients and using the information to assist clients with their business/wealth creation objectives
Ensure that clients instructions are promptly and duly executed and appropriately processed internally through liaison with the relevant internal departments
Qualification
BSc (Hons) degree from a reputable University
Professional qualifications in Accounting, Stockbroking or Investments management will be an added advantage
Experience
Zero to three (3) years (max) post-graduation experience
Experience in the marketing/relationship management role in the financial services sector will be an advantage
Required Skills/Attributes/Personality Profile
Good oral and written communication skills
Intelligent and eager to learn; Intellectually inclined
Innovative and able to think outside the box
Outgoing, Self-motivated, Articulate, Confident and Eager to succeed
Age Range 24 – 28 years
Apply via :
seamlesshiring.com