Investment Consultant

To actively grow funds under management by securing, servicing and maintaining new and existing business.

• To ensure monthly product targets are met.

• To solicit and obtain new clients by scheduling regular visits to potential & existing clients.

• To provide portfolio planning services to clients, including risk analysis.

• To assist with the completion of client application forms, including financial planning forms, and to ensure that all the necessary documentation is received for opening new client accounts.

• To match the menu of options available through the Company with the client investment  and risk profile.
• To provide weekly contact listing detailing contacts made and follow up action taken or to be taken.
  • Minimum of fifty (50) new calls per week
  • Set at least five (5) appointments per week
  • Make at least two (2) presentations per week

• To participate in the Public Relations, Sales and Marketing activity of the  Company.

• To ensure preparation and delivery of letters for clients.

• To process transactions against client accounts. These include but are not limited to:
  • Investments
  • Redemptions
  • Encashment
  • Standing orders

• To make monthly contact with at least 80% of the clients to assess changing needs and ensure customer satisfaction.

• To answer customer and client account enquiries within two days of receipt.