CLIENT FINANCIAL ADVISOR

Qualifications & Competencies

- Minimum Higher School Certificate or equivalent.

- Holder of a CII qualification will have a definite advantage.

Roles and Responsibilities

- Developing and deepening client relationships.
- Meeting clients to understand their needs and demands.
- Preparing financial plans with a mix of short and long-term investments.
- Providing periodic updates on the performance of investment portfolios.
- Customizing insurance programs to suit individual customers.
- Seeking out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Any other cognate duties.

Experience

- Have at least 2 years’ working experience in Sales & Marketing.