Position: Investment Advisor
Reports to: Head of Business
About the role
An exciting career opportunity is available for Investment Advisors to service the corporate and retail segments of Pergamon Investment Bank. The key purpose of this role is to provide professional financial services to our clients within these segments. The successful candidate will be responsible for sourcing, retaining and growing a client base by implementing financial planning solutions in line with the client’s needs. The successful candidate will be expected to carry out the following duties and responsibilities:
Duties and Responsibilities
1. Providing suitable advice to best fit the needs and requirements for clients.
2. Preparing and presenting proposals to existing and potential clients using state of the art financial planning tools
3. Meeting clients to understand their financial objectives.
4. Explaining complex information relating to Financial Advisory in a clear and effortless way
5. Managing, maintaining and building new and existing client relationships
6. Growing a client book within the first 6 months and consistently thereafter
7. Adhering to compliance, operational procedures and practice management standards
8. Staying abreast of product information, performance and industry changes
9. Building a sustainable book of clients in the corporate and retail segments of Pergamon Investment Bank.
10. Consistently achieving the allocated Sales Production Target as per a performance scorecard.
Formal Qualifications:
Bachelor’s degree/Diploma in relevant field
Relevant Commercial/Financial Tertiary qualification
CISI Module I and II
Postgraduate Diploma in Financial Planning Advantageous
Experience and Knowledge:
5 years’ experience in the Financial Services industry in a Sales role within the Asset/Wealth and Investment management spaces
Knowledge and understanding of the dynamics in allocated market
Experience and track record in high-performance sales environments
Knowledge of best practice in Financial Planning and Financial Advisory Services
Knowledge and understanding of financial planning through meaningful client engagements
Knowledge of and understanding of the consultative sales methodology
Computer Literacy:
Proficient in MS Office
Experience using CRM
Interpersonal and Intrapersonal Skills:
Strong sales, interpersonal and business-orientated person with the acumen to build client relationships
Networking
Prospecting skills
Personal Branding
Social Selling skills
Virtual Selling Skills
Consultative Selling skills
Lifelong Learning
Self-driven: Able to work independently
A passion for the financial planning environment
Relationship management and networking skills
Able to plan and manage time effectively
Analytical and numerical skills with the ability to analyze and interpret statistical information
Impeccable work ethic
Team-orientated
Strong presentation skills
Emotional Intelligence
Industry Background:
Asset Management
Commercial banking (Deposit Mobilization)
Investment Banking
Employment Type:
Full-time
Job Functions:
Client Service
Financial Planning
Investment Advisory
Account Management
Sales
Interested candidates who meet the job requirements are encouraged to send their applications to recruitment@pergamoninvestmentbank.co.ke by 10th January 2025. Only shortlisted candidates will be contacted.
