Senior Investment Advisor

You will be tasked with sourcing new customers for the Wealth Management business
Focusing on developing a book of clients.
Bring in assigned/target upfront revenue for the business.
Increase assets under management.
Bring in fresh customers as per target.
To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the manager to keep up-to-date records of sales & performance.
Understanding the needs of the end customer & providing appropriate financial solutions.
Handling of Relationship to aid customer for all his wealth requirements.
To ensure customer documentation is complete & in compliance with the company's requirements.
Identify and segment the target market for potential new business opportunities.
Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential
Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.
Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.
Build relationships with key clients and influencers across the Egyptian Market, seeking referrals to grow your list of clients.
Adhere to a robust control framework ensuring that your communications with client meet internal control standards
Ensure Quality and consistent service delivery at all touch points for all clients
Continuously provide feedback on competitive activities to the product and business team to track market developments.
Attending product trainings, to be up to-date with the market developments.