Financial Marketer Vacancy at an Asset Management Company – Sigma Consulting Group

About the role

Financial Marketer job opportunity is available at Sigma Consulting Group for individuals who possess B.Sc / M.Sc / MBA in related field.

Summary

• The Financial Marketer has the primary responsibility of attracting and retaining clients, day to day interaction with clients and prospects and identifying and developing new opportunities to deliver superior investment solutions
• The Financial Marketer would work with Corporations (private or government) by taking time to better understand their business to help optimize income / cash flow management, proper investment management thereby giving the corporation’s the freedom to pursue strategic initiatives and Deposit Mobilization.

Responsibilities

• Evaluate, design and oversees our clients’ total financial plan. This includes creation and management of Assets / Liabilities, Investment Asset Allocation, and Client reporting.
• Applying advanced knowledge of financial products, services and strategies to provide a holistic advice. The financial products include traditional and non-traditional investment such as:
• Understanding diversified Array of Mutual funds:
• Local & Offshore Fixed Income Investments / Deposit
• Customized Portfolio Management Services
• Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.

Experience and qualifications

• B.Sc / M.Sc / MBA in related field
• Minimum of 6 years proven experience as relationship officer in an Asset Management company
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• A background in Deposit mobilization
• Must understand customer relationship management (CRM)
• Strategic thinker and ability to analyze and solve problems quickly
• Ability to work well with others and lead a team
• Knowledge of mathematics and numbers
• Attentive to detail and organized
• Must be self-motivated, flexible and able to manage several jobs at one time

Application deadline

5th June, 2021.

Application details

Interested and qualifie candidates should:

apply online