Team Member, Retail Sales

• Market and sell a range of financial products whilst providing best advice and a quality service.
  
• Execute business development strategies to attract and acquire new clients and manage existing relationships.
  
• Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
  
• Advise clients regarding the advantages and disadvantages of different investment strategies.
  
• Perform other duties as assigned by the Head, Investment Platform.
  

Requirements

• Sound knowledge of investment products and markets and ability to apply this
  
• knowledge.
  
• Experience in retail financial services and a proven track record in a Sales or target driven environment.
  
• Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
  
• Excellent communication skills, common sense, and an empathetic ear
  
• Relationship management skills.
  
• Excellent people management skills.
  
• Ability to manage multiple priorities.
  
• Good appreciation and working knowledge of office productivity tools.
  
• Competitive drive and achievement oriented
  
• Motivation to learn, sell, and grow
  
• Good computer skills
  
• High degree of self-confidence