Investment Advisor
Full-time
FSCL
DUTIES AND RESPONSIBILITIES
- Maintain in-depth knowledge of the company’s products, services, and value proposition to effectively engage clients and prospects
- Build, manage, and grow strong relationships with existing and prospective clients across key segments
- Identify, develop, and pursue new business and partnership opportunities to drive revenue growth
- Assess client needs, business challenges, and objectives, and recommend tailored solutions that create value
- Deliver high-quality product and service consultations, guiding clients through informed decision-making
- Develop upselling and cross-selling initiatives to maximise wallet share and long-term client value
- Manage and resolve client issues and complaints promptly, ensuring a high level of customer satisfaction and retention
- Proactively manage client portfolios, ensuring consistent engagement and service delivery
- Design and execute client acquisition and retention strategies in collaboration with marketing and business development teams
- Support the development and execution of marketing and growth initiatives to expand the customer base
- Work with clients to strengthen their brand positioning and achieve their business objectives
- Represent the company professionally and help maintain a strong, positive brand and market presence.
EDUCATIONAL & PROFESSIONAL QUALIFICATION
- B.Sc. Business Administration, marketing, communication, or a related field.
EXPERIENCE
- 3 – 5 years’ experience in relationship management/customer service
COMPETENCY REQUIREMENTS
- Strong presentation skills
- Excellent written and verbal communication skills
- Highly organised and detail-oriented
- Good conflict resolution and problem-solving skills
- Leadership and team management skills
- Proficient use of Microsoft Office
Vacancy posted more than 2 months ago
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