Roles & Responsibilities
Overview
This position is responsible for advising and maintaining client relationships in the marketing function.
Main Duties
- Develops and maintains client relationships.
- Responsible for achieving annual revenue targets and objectives
- Trusted advisor who succeeds in maintaining a group of dedicated clients.
- Builds market share; able to enhance client asset size over time
- Competent in advising clients on investment products and services
- Actively involved in new business development; able to anticipate and capitalize on business opportunities.
- Keeps up to date with products and services; may give input for new product developmen
- Monitors tasks for quality assurance to meet client servicing needs.
Requirements
Strong interpersonal, communication and client interfacing skillsGood university degreePreferably completed professional qualifications : CACS Papers I and IIDriven and entrepreneurialGood business acumenAble to read, write and communicate fluently in EnglishResponsible for achieving annual revenue targets and objectives.Trusted advisor who succeeds in maintaining a group of dedicated clients.Builds market share; able to enhance client asset size over time.Competent in advising clients on investment products and services.Actively involved in new business development; able to anticipate and capitalize on business opportunities.Keeps up to date with products and services; may give input for new product development.Monitors tasks for quality assurance to meet client servicing needs.Reporting To
Team HeadTell employers what skills you have
Wealth Management
Regulatory Compliance
Quality Assurance
Wealth Management Services
Relationship Management
Advising Clients
New Business Development
Banking
Customer Satisfaction
Product Development