Investment Advice Provision:
* Provide independent opinion on quality of client’s existing portfolio
* Determine client’s risk appetite, investment preference and return expectations by partnering with Client
* Advisor in client meetings
* Trusted investment advisor of choice, eg, acts as an initial sounding board for competitor proposals
* Provision of insightful analysis of latest market and product information
* A recognised authority in the industry in area of specialization
Solution Generation:
* Provision of relevant solutions given client needs/ objectives
* Identify cross selling opportunities
* Provision of alternative investment proposals for client consideration given needs/ objectives
* Generate innovative product ideas driven by client needs
Product Development:
* Source best of breed products from the market
* Collaboratively create new products with central product development team
* Pioneer new/ innovative product ideas with clients
* Generate new product ideas through understanding client needs
Sales:
* Convince client to accept solution/ proposal
* Sell complex, innovative product ideas to client
* Produce profitable solutions for client
* Run investment seminars for prospective customers
Transaction Execution:
* Cost-effective, speedy and accurate dealing of client orders
* Track and provide regular feedback on processed transactions/ solution to client
* Create further client opportunities through high quality problem resolution
SELECTION CRITERIA:
•Degree holder, with min 2 years FX sales / dealing experience
•Strong knowledge of financial concepts and products
•Able to provide excellent advisory service to clients
•Strong team player with excellent communication and interpersonal skills
•Have relevant CMFAS certifications (Modules 1b, 5, 6 and 8)
Remuneration: basic salary, excluding quarterly incentives
Please send resume with a recent photo. All information will be kept confidential
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