Team Member, Client Management

Job Objective:
Responsible for initiation, development and growth of target markets; and increase of Assets Under Management (AUMs) – with specific focus on assigned segment (Mass Affluent, Affluent, HNI).

Core Responsibilities

• Engage clients in target segments and drive value with best in class technical and relationship management proficiency.
• Drive growth of the assigned segment (Mass Affluent, Affluent, HNI, Institutional), ensuring growth in AUM and operational efficiency in servicing clientele in these segments.
• Develop recommendations to update the team’s sales strategies in line with international best practice as well as local competitive intelligence.
• Support the team in identifying and closing investment opportunities.
• Ensure integrity of client data and transactions history on all platforms.
• Provide market intelligence for product improvement/development to relevant teams in the company
• Effectively identify and analyse the financial needs of clients
• Appropriately profile clients and determine suitability for investment offerings
• Liaise with related teams to ensure turn-around-times are maintained.
• Prepares weekly, monthly and quarterly activities reports.

Education/ Professional Qualification:

• BSc/Degree (Minimum 2:1) from a reputable Tertiary Institution.
• Relevant postgraduate (MSc, MBA) and/or professional qualification would be an added advantage. CFA Level I required after assuming role
• Experience:
• No prior experience required in related position.

Technical skills:

• Knowledge of Insurance Industry/Investment Business
• Intermediate level for excel database analysis
• Intermediate level for Power Point Presentations
• Must be customer focused, entrepreneurial & fast-paced oriented.
• Strong Communication, Work ethics, Collaboration.
• A proven track record of strong fundamental micro and macro research
• Technology Savvy with intermediate Ms Office Skills (Word, Excel, Outlook, Visio)
• Customer Service, Business Writing, Problem Solving & Presentation Skills.
• Good background in the financial markets and asset management business and processes.
• Strong aptitude in time management and problem solving.
• Understanding of financial market instruments.
• Strong financial and cash modelling skills.
• Good negotiation and analytical skill.