Sales

1.
Promote
and sell ILAM’s investment products to achieve the annual set target.

2.
Prepare & deliver proposals / presentations to
prospective and existing clients.

3.
Sign up, manage and retain clients and their portfolios.

4.
Understand the client’s risk and return profile, recommend
investment opportunities and ensure periodic investment portfolio review with
the clients.

5.
Keep abreast with developments in local, regional and global
financial markets, investment products and opportunities to give appropriate
investment advice.

6.
Liaise with the teams in Research, Business Development,
Portfolio Managers and Client Service teams to identify opportunities to meet
clients’ requirements.

7.
Provide weekly production reports versus targets within the
required timeframe.

8.
Sustain robust relationships with clients

9.
Provide support for all client engagement events and
initiatives e.g. investor education, client appreciation events, client
gifting.

·
Client Service & Relationship Management

1.
Deliver personalized services in an effective and efficient
manner to clients under the Direct Business distribution channel in regards to
their investments

2.
Provide support for all client engagement events and
initiatives e.g. e.g. investor education, annual investment conferences, client
appreciation events, corporate gifts, media investor briefings etc.

3.
Management of Direct Business client database.

4.
Ensure client requests and complaints are addressed within
the shortest turnaround time.

5.
Act as a relationship manager to the client portfolio and ensure
clients receive an overall positive experience.

·
Product/Solution Development

1.
Actively participate in product innovation, development and
review.

2.
Possible entrance into new markets i.e. help identify
opportunities in regional markets, counties and various industries

3.
Keep abreast with the changing needs of the clients and
periodically review existing products and propositions.

Requirements

·
Strong sales and networking skills with the
ability to generate own pipeline and close sales

·
Good communication and presentation skills

·
Good interpersonal and relationship management
skills

·
Strong persuasion and negotiation skills.

·
High standards of ethics and integrity

• 
  Good working knowledge of the financial services industry and financial
  products

·
Results-oriented with the ability to work
under pressure to meet sales targets

·
Driven and goal-oriented, focused on success

·
Customer-oriented mentality with good business
sense

·
Analytical mindset with the ability to use
data and make data-driven decisions.

·
Comprehensive knowledge of the financial
services industry, market, and competitive environment

• 
  Innovative – Generates ideas, shows ingenuity, and thinks up solutions.
• 
  Socially confident/amiable - At ease with meeting people and is quick to
  establish rapport
• 
  High standards of ethics and integrity

·
At least 4 years’ experience in a sales or relationship management role
within the financial services industry

·
Successful track record managing
clients and/or meeting sales objectives

·
Bachelors’
degree in a Business or related discipline from an accredited University.

·
Professional
qualification e.g. CISI level 1 is an added advantage