To provide Investment Advisory services to clients and Effective Management of clients.

• Drive Sales, increase brand awareness, influence market share, penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share.
• Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets
• Provide Investment opinions to investors and prospects.
• Monitor Client’s investments and give proactive suggestions to enhance portfolio.
• Establish Client Investment objections, including risk tolerance, asset allocation and recommend suitable Investment options.
• Market Company Products and services to prospective Clients.
• Preparation of weekly and monthly Sales report of the Sales Team
• Initiate and follow up on new business opportunities.
• Identify and resolve client’s enquiries and queries, ensure proper documentation of issues and resolution.
• Advise and communicate with client on their investment performance and market trends.
• Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client
• Work closely with the Sales Team to retain and expand market share for The First Ally Group.
• Work closely with Portfolio managers and the Sales/Client Coverage Team to assist clients in developing the best wealth management strategies, which involves effectively matching clients' profiles with asset allocation recommendations.
• Participate in marketing events such as seminars, exhibitions, and trade shows.
• Perform other functions as assigned by the MD.
• Ability to manage a branch.

• A good first degree in any discipline. Relevant Masters’ degree will be an advantage
• A recognized professional certification will be an added advantage

Jobrole Consulting Limited is a Talent Management Company that offers innovative talent and business solutions to drive performance and acceleration.Our focus is to develop and implement new ideas and strategies for Organizations to enhance their business processes and growth.