Job Summary:

Interviews Clients, hears their concerns, assesses the situation, and provides financial advice for the development of their respective investment portfolios towards helping them meet their financial goals.

Key Responsibilities:

• SALES:
• Participates in Branch/Company sales, marketing, and public relations activities, to meet its targets for profitability and market share through but not limited to:
• Utilizing personal and business resources and networks to create a list of prospective clients, within the immediate and wider communities.
• Makes direct contact with new and existing clients where appropriate and offers investment solutions.
• Advises in Branch Clients as well as builds a pipeline of new clients based on referrals, visits and other client acquisition strategies.
• Establishes a personal sales plan for business development (cross-selling and up-selling), identifying performance targets for agreement with Team Leader.
• Interviews Clients and provides them with financial advice that excites, empowers and guides them in planning their financial portfolios to achieve their financial goals.
• Has clear, precise conversations with Clients to help them make appropriate choices (e.g. identify their level of risk tolerance, the optimum investment allocation, understand financial concepts, the options available, understand the risk involved in making investments).
• Negotiates possible solutions for Clients based on the use of JMMB’s products/services Generates agreed investment plan for Client.
• Open new Client accounts and processes Client transactions as per their requests and in-keeping with the law and JMMB Client Care standards.
• Sends updates to clients with respect to their portfolio or general market activities.