George Mbaka 
HCS Affiliates Group
Key Duties and Responsibilities
1. Sell investment products, (i.e. Unit Trust Funds, Wealth Management and International /off-
Shore funds) to prospective and existing individual and corporate clients
2. Sign-in, manage and retain clients and their accounts and maintain a strong customer service
3. Meet and exceed exciting and aggressive work targets
4. Work in a high-pressure, fast-paced environment within an entrepreneurial culture that offers
Minimum supervision.
5. Build Rapport with Colleagues, to generate from them successful leads.
6. Carry out a detailed-fact find review of the potential clients and recommend appropriate insurance and investment products.
7. Liaise with research, Business development, Portfolio Managers and client service teams for identifying opportunities to cater to clients’ requirements.
8. Keep abreast with developments in local, regional and global markets, investment products and opportunities
9. Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
10. Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales.
11. Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales;
Qualifications, Skills and Ability Requirements
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An undergraduate degree from a recognized university
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An appropriate qualification/ training in sales and marketing
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Work experience in the financial services sector e.g. bank, insurance companies, fund manager, stock brokers etc would be an advantage
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Proven experience and success in selling financial services products: experience of selling unit trust investment products would also be an added advantage
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A good working knowledge of financial markets and financial products
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A high sales drive and a strong will to succeed
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Confident, articulate and with strong communication skills
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Results oriented with ability to work under strict deadlines and meet sales targets
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Well groomed, presentable and strong interpersonal skills
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Highly networked and adept at connecting with people, and with good experience of the Business environment of the preferred region.
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Ability to thrive in a high-pressure, fast-paced environment with minimum supervision
With Investment Advisor on the subject line. Candidates MUST indicate their Current and Expected salaries.
To apply for this job email your details to jobshag@hcsaffiliatesgroup.com
