Financial Advisor, Uganda

Responsibilities

• Network and generate leads and opportunities to sell the firm’s Unit Trust Products.
• Proactively identify, establish contact & reach new clients.
• Keep clients appraised of product and service enhancements, including changes in investment options.
• Assess and understand the clients overall financial position and, based on their needs, develop a suitable investment plan.
• Achieve set targets within the allocated timelines.
• Look after the customer relationship in pre-sales to post-sales to ensure a world-class customer experience.
• Conduct investor education to existing, new, and future clients.
• Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.
• Comply with all industry rules and regulations.
  

Requirements

• Proven financial industry sales track record. Experience in Unit Trust sales will be an added advantage.
  
• Any business related or relevant degree from a recognized institution.
  
• At least 3 years of proven sales experience and success in selling financial services products: experience of selling unit trust investment products is an added advantage.
  
• Excellent communication and presentation skills
  
• Sales and negotiation skills.
  
• Self-motivation, drive, and commitment.
  
• Result-driven, honest, and reliable.