SALES CONSULTANT NEEDED IN PCS
We are seeking the right individuals to join our PCS( Private Client Services) team. Sales is critical to this role as we are seeking a Sales professional with extensive selling skills to sell the products and a clientele and network that goes with it. We would expect the individual to be able to design a portfolio for a client. And have the ability to coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients in ensuring that each client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced. We would expect them to assist in executing the business plan.
JOB OBJECTIVES
• To develop and grow the client base for the business
• To provide investment advisory services to prospective/existing clients
• To support and manage high net worth private client and family office relationships JOB RESPONSIBILITIES
• Preparing investment analysis for clients who will involve significant spreadsheet work including the collation & appropriate presentation of various data
• Assisting with due diligence of investment managers and preparing reports thereon
• Assisting with the preparation of investment proposals, reports & presentations for clients
• Monitoring investment portfolios, making appropriate recommendations and ensuring the implementation thereof
PERSONAL SPECIFICATIONS/QUALIFICATIONS
• Bachelor degree in financial or engineering/science, & relevant post graduate qualification (Relevant investment qualifications/part qualifications (e.g. CFA) would be an added advantage)
• Experience within the asset management and/or wealth management industry and access to Private Wealth Management core client space and professional centers of influence
• Good knowledge of different asset classes & investment markets skills
• Excellent interpersonal & communication skills (in particular, writing skills)
• Proven research strategy and asset management skills
• Fully competent in Microsoft Office Suite with excellent level of Excel ability
• Working knowledge of Bloomberg would be an added advantage
Personal Qualities: Trustworthy and diligent with high level of integrity
• Methodical and meticulous – careful attention to detail
• Ability to remain calm when under pressure
• Assertive/able to get one’s views across
• Flexible – willing to travel/work extra hours when required
• Proactive – keeps up to date with global economic developments as a matter of course
• Passion for investment markets
If interested and qualify for this position, please send cv/resume to knightsassociates@gmail.com
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