Immediate Start
1 month ago
Job Summary
As a Wealth Management Associate, you will be responsible for driving sales of our investment products by identifying potential clients, building relationships, and closing deals.
- Minimum Qualification : HND
- Experience Level : Entry level
- Experience Length : 2 years
Job Description/Requirements
Responsibilities:
- Identify and engage prospective clients, primarily individuals and businesses to determine their needs and concerns and sell the company’s investment products.
- Leverage your network and previous banking experience to grow the company’s client base.
- Schedule and conduct meetings with potential clients to present and explain investment opportunities through available channels, such as phone, email, etc.
- Meet and exceed monthly sales targets through proactive outreach, referrals, and client engagement.
- Build and maintain strong relationships with new and existing clients, and oversee all aspects of the sales process while ensuring customer satisfaction and retention.
- Act as the point of contact for clients, providing them with timely updates, guidance, and support.
- Prepare and submit regular sales reports to management, detailing progress and areas for improvement.
Requirements:
- 2 years experience
- Minimum of HND
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