Role Overview

As a Team leader, one needs to have an exceptional understanding of the financial markets and track competition closely to stay ahead of the curve. Train the team and constantly strive to find innovative solutions to onboard new clients with the organisation and ensure their healthy equity balances.

Job Description

• Responsible for acquiring preferred HNI & UHNI clients.

• Look to always enhance his/her Capital Markets Knowledge through continuous self-learning and training provided by the company.

• Ensure that his team is well trained for Business Acquisition.

• Meeting personal and team targets.

• Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.

• Proactive attitude of growing the client base through existing client network via referral.

• Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.

• Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.

• Understand and specify the needs and preferences of high-value clients and offer tailored support.

• Liaise with other members of client-facing teams to ensure a high standard of client services.

• Driving business acquisition through reference, networking, and channel partnership.

• Formulate sales plans to acquire new HNI customers for increasing customer base.

• Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.

• Ensuring need-based product approach towards clients.

• Comply with the established companies ‘Ethics & Code of Conduct’ policies.

Job Requirement

• Relevant experience over 5 years of Sales experience in Financial industry.

• Excellent knowledge and experience of financial markets

• CISI and SCA Certification are desirable but not mandatory.

Personal Attributes

• This will be a busy role in a team so the successful candidate’s behaviours will need to strongly align to our values.
  

• Champion the client: Customer service is a passion, cultivates trust, has clarity, and communicates well, works with pace and momentum.

• Lad the way: Innovative and resilient, strong learning agility and curiosity

• Love what we do: Conscientiousness - has high self-discipline, carefulness, thoroughness, and organization, Flexible and adaptable