Investment Advisor
1 week ago
About us, purpose, experience and qualifications
**about us**:
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
**purpose**:
Involves advising clients on products and services available.
**experience and qualifications**:
- Minimum Qualification : Relevant Diploma.
- Preferred Qualification : Relevant Degree.
- Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
- Person must not be an unrehabilitated insolvent
- **additional requirements**:
**responsibilities**:
- Achieve Business Performance Indicators by executing activities related to the specific focus area to maximise the Business Performance.
- Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
- Track, control and influence Investments sales activities with the specific aim to achieve previously determined Investments sales targets.
- Manage opening of investment accounts. Ensure compliance with closing / transferring accounts procedures by executing correct and error free execution of service requests.
- Comply with governance in terms of legislative and audit requirements.
- Track, control and influence sales activities with the specific aim to increase sales efficiencies.
- Provide accurate and reliable sales statistics.
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