Financial Services Specialist
1 month ago
Client Acquisition: Develop and implement strategic marketing initiatives to attract new clients through targeted outreach and networking activities.
Financial Planning: Conduct thorough financial assessments and provide tailored advice and strategies to meet clients' unique needs and goals.
Product Knowledge: Stay up-to-date on the latest financial products, market trends, and regulatory requirements to offer clients expert guidance and support.
Relationship Management: Foster and maintain strong, long-term relationships with clients, ensuring exceptional customer satisfaction and loyalty.
Portfolio Management: Assist clients in effectively managing their investment portfolios, providing insightful recommendations and analysis.
Compliance: Ensure all financial advice and marketing practices adhere to industry regulations and company policies.
Performance Tracking: Monitor and report on the performance of marketing strategies and client portfolios, making data-driven adjustments as necessary.
Education and Training: Conduct workshops and seminars to educate clients on financial literacy and investment opportunities, promoting informed decision-making.
Qualifications:
OND/HND BSc degree in finance, business, marketing, or a related field.
Proven experience in financial services or sales/marketing roles.
Strong understanding of financial products and investment strategies.
Excellent communication, interpersonal, and negotiation skills.
Ability to build rapport with clients and provide exceptional service.
Relevant certifications (e.g., CIIN, ARIAN, NIMN) are a plus.
Skills:
Analytical and problem-solving skills.
Strong marketing and promotional skills.
Proficiency in financial software and tools.
Time management and organizational skills.
Ability to work under little or no supervision.
Must be SMART and strategical.
Team spirit and a goal getter.
Ability to work with target.
Work Environment:
Typically works in an office setting but may require travel or be in the field for client meetings and networking events.
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