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Financial Advisor Job at Standard Investment Bank… See details on how to apply for the opportunities available at Standard Investment Bank.

Description:

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.

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.
  • 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 the allocated market.
  • Experience and track record in high-performance sales environments.
  • Knowledge of best practices in Financial Planning and Financial Advisory Services.

How to Apply

Submit your CV, copies of relevant documents, and Application to  [email protected]

Note: Use Financial Advisor – Global Markets as the subject of the email.

Application Deadline: 31st October 2021.

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