Financial Advisor

RESPONSIBILITIES

• Independently service and manage the individual financial planning needs of a portfolio of local and

international clients.

• Business development and cross sell financial products to new and existing clients across the group
• The development of sales strategies and identification of offshore investment products for potential, existing,

and target clients.

• Lead generation.
• Use & development of analytical tools to support the business.
• Creation and re-balancing of client's investment portfolios.
• Serve as a point of contact for client queries, sales calls and general account management.
• Update of Client Relationship Management system.
• Understanding and adherence to the company's risk and regulatory standards, policies, and controls. Maintains

internal control standards

• Ability to work overtime as required.
• Participate in marketing activities
• Ability to work occasionally, work on weekends, and holidays.

COMPETENCIES

• Excellent verbal and written communication skills
• Customer Centric
• Excellent problem-solving and decision-making skills
• Track record for successful sales performance
• Proficiency in Microsoft Office Products
• Time Management and Organizational Skills
• Proven track record of independently servicing all aspects of the financial planning and investment advice

needs of clients.

• Thorough working knowledge and understanding of investment products offered by international offshore

investment institutions.

EDUCATION & EXPERIENCE

• Minimum Bachelor's in finance or business.
• Minimum of 7 years' experience working in the banking and finance industry.
• Minimum of 5 years' experience in financial business development and/or financial sales.