Wealth Advisor at Meristem Securities Limited

Job Summary

  • To generate income in line with the set target of the company • To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

  • Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
  • Develop new sales/marketing strategies to attract new.
  • Facilitate cluster presentations and develop apposite marketing pitch(es)
  • Facilitate conversion of prospects both from cluster presentations and otherwise.
  • Manage and develop a good relationship with existing clients and generate a network of referrals
  • Generate market intelligence for consistent improvement of new/existing products.
  • Generate weekly/monthly reports on the progress of the conversion.
  • Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
  • Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
  •  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree orit’s equivalent

 Work Experience:

  • 2-4 years experience in Financial services (preferably not in banking)
  • Any sales experience (other than financial services) but with a first degree in Economics
  • Good Presentation skills
  • Proficiency in usage of Microsoft Office tools
  • Leadership skills
  • Proactive decision-maker
  • Self-starter
  • Sound ethics and integrity.
  • Flair for business development & strategic thinking
  • Flair for Client Experience Management

 

 

How To Apply For The Job | Wealth Advisor at Meristem Securities Limited

To submit your application, click on the link below and complete all relevant fields on the online application form.

Click Here To Apply Online

Closing Date: 18 December, 2022

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