Applications are invited from suitably qualified individuals for the position of Retail Investment Specialist
Job Purpose:
To implement the sales and distribution strategy for Bifm Unit Trusts and to service and retain existing clients
To implement the sales and distribution strategy for Bifm Unit Trusts and to service and retain existing clients
Requirements
Key Performance Areas
- Client acquisition
- Ability to assist clients identify products that are suitable, based on client risk appetite, investment horizon and objectives
- Identification of new opportunities in the market
- Periodic client reporting
- Compilation of quarterly fund factsheet information for all products
- Client enquiry follow up and resolution
- Periodic presentations to potential and existing clients
- Managing relationships with existing brokers
- Marketing Bifm Unit Trusts
Qualification
- Any business related degree in Accounting, Finance, Economics or Marketing etc.
- Certified Financial Planner (CFP) or working towards one will be an added advantage.
Working Experience
- At least three (3) to five (5) years experience in sales and business development and/or marketing role
- At least 5 years experience in a financial services environment
- Experience in dealing with client queries and complaints
Skills & Competencies
- Proactiveness
- Resilience
- Persuasiveness
- Analytical
Benefits
The company offers an attractive remuneration package with benefits in keeping with a large financial organization.
Closing date and application instructions
Interested applicants should send their applications together with a detailed CV no later than Friday, 2 September 2016 to:
Human Resources Business Partner
Botswana Insurance Fund Management
Private Bag 185
Gaborone
Botswana Insurance Fund Management
Private Bag 185
Gaborone
Or forwarded to recruitment@bifm.co.bw with the position applied for as the subject of the email.
Note: Communication will be made to shortlisted candidates only.
RETAIL INVESTMENT SPECIALIST - BOTSWANA INSURANCE FUND MANAGEMENT
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