Our client, one of the largest international Islamic banking groups in the world is looking for a Financial Advisor.
Main job function
To market and sell the Bank’s Wealth Management Products within the respective region by providing excellent service to customers and adherence to the banks policies and procedures.
• Conducts marketing and sales of the unit trust products.
• Ensures Wealth Management Sales budgets are met
• Provides clients with efficient service and professional advice on the products.
• Ensure that all applications forms are completed, and correspondence is provided to the Client.
• Engage in marketing activities hosted by the Bank
• Ensure that regular contact sessions are held with Clients, thereby keeping them abreast of their investment portfolios and explore further investment opportunities with Clients.
• Ensures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutual timeously and that all FICA and compliance is done before opening these accounts.
• Ensures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.
• Sales and Marketing
• Attend to new clients by offering them the Banks Products as well as servicing existing clients and offer additional services.
• Meets with clients at their convenience at the Branch or at client’s premises
• Markets and sells the Banks products
• Acquires new clients by requesting qualified leads from existing clients, other departments and leads generated internally or by customer service
• Conducts a needs analysis on products and services in order to make recommendations to clients.
• Offers advice to clients based on their wealth management needs
• Ensures all requirements are met in order to conclude the transaction Client Relationship
• Develops constructive and cooperative working relationship with clients, and maintaining them over time
• Attends to all clients’ Wealth requests and queries
• To ensure that existing clients are contacted annually to discuss their portfolio and assist with any requirements.
• To ensure existing clients are managed and cater for ad hoc requests.
• Provides an efficient and effective service to all clients at all times in order to promote the Banks services
• Manages/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client Administration
• Maintain a client visit register on SharePoint by updating information weekly
• Ensure that all administration regarding information meets FAIS and FICA legislative requirements.
• All sales must be recorded in the schedule on share point as and when new business is concluded.
• Follow up with the unit trust companies in order to ensure that the business is recorded accurately
• An Accounting / Finance qualification
• Must be FAIS compliant
• Valid driver’s licence
• At least 5 years’ experience within the insurance / unit trust industry
• Proven track record of marketing and sales
• General banking experience would be an advantage
• Understanding of Shariah principles would be an advantage
• Microsoft Office
• Bank Policies and Procedures
• Credit Policies and Procedures
• Legal Policies and Procedures
• FAIS requirements
• Financial Intelligent Centre Act (FICA)policies & procedures
A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.
