Main duties and responsibilities:

• Providing suitable advice to best fit the needs and requirements for clients.
• Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
• Meeting clients to understand their financial objectives.
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes
• Building a sustainable book of clients in the corporate and retail segments of SIB
• Consistently achieving the allocated Sales Production Target as per a performance scorecard.

Formal Qualifications

• Bachelor’s degree/Diploma in relevant field
• Relevant Commercial/Financial Tertiary qualification
• CISI Module I and II
• Postgraduate Diploma in Financial Planning
• CFP Advantageous

Experience and Knowledge

• 5 years’ experience in the Financial Services industry in a Sales role within the Asset/wealth and Investment management spaces
• Knowledge and understanding of the dynamics in allocated market
• Experience and track record in high-performance sales environments
• Knowledge of best practice in Financial Planning and Financial Advisory Services
• Knowledge and understanding of financial planning through meaningful client engagements
• Knowledge of and understanding of the consultative sales methodology
• Experience in application of a defined sales process.