Job Description
To provide Investment Advisory services to clients and Effective Management of clients.
Responsibilities
Drive Sales, increase brand awareness, influence market share, 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 Client’s investments and give proactive suggestions to enhance portfolio.
Establish Client Investment objections, including risk tolerance, asset allocation and recommend suitable Investment options.
Market Company Products and services to prospective Clients.
Preparation of weekly and monthly Sales report of the Sales Team
Initiate and follow up on new business opportunities.
Identify and resolve client’s enquiries and queries, 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 Sales Team to retain and expand market share for The First Ally Group.
Work closely with Portfolio managers and the Sales/Client Coverage Team 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.
Ability to manage a branch.
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
Experience Level: 5 Years
go to method of application »
Interested candidates should send their CVs to careers@first-ally.com with the job title and location as the subject.
Apply via :
careers@first-ally.com
