Team Member, Retail Sales

Our Client is a private investor. We partner with our high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.

Job Summary

The Team Member, Retail Sales is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products whilst providing best advice and a quality service.

Key Responsibilities

Market and sell a range of financial products whilst providing best advice and a quality service.

Execute business development strategies to attract and acquire new clients and manage existing relationships.

Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon

Advise clients regarding the advantages and disadvantages of different investment strategies.

Perform other duties as assigned by the Head, Investment Platform.

Requirements

Sound knowledge of investment products and markets and ability to apply this

knowledge.

Experience in retail financial services and a proven track record in a Sales or target driven environment.

Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.

Excellent communication skills, common sense, and an empathetic ear

Relationship management skills.

Excellent people management skills.

Ability to manage multiple priorities.

Good appreciation and working knowledge of office productivity tools.

Competitive drive and achievement oriented

Motivation to learn, sell, and grow

Good computer skills

High degree of self-confidence