INVESTMENT ADVISORS

Job Description

You will provide to our clients financial guidance and make recommendations on how to best utilize their money and investing in securities such as Stocks, Bonds, mutual funds, ETF’s e.t.c. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
• Provide strategic advice across a variety of financial products and services (cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers and other professionals

Benefits

The successful candidates will go through an in-depth comprehensive training to help you become a leading industry professional .Our training package will provide you with the opportunity to learn, excel your skills and build a successful career.

Remuneration

We offer competitive uncapped weekly commission package (in GBP Sterling/USD/BWP), company incentives as well as performance bonuses.

Job Requirements

• Proven working experience as a financial adviser, planner, or relevant experience
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Superior communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Good knowledge on asset allocation and re-balancing techniques
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or CFA)-Added Advantage
• Bachelor’s degree in Finance, Diploma or related field