Relationship Director
1 week ago
Meta Capital Financial is driven by a passion for helping individuals and businesses achieve their financial goals. We understand that financial well-being is a cornerstone of a fulfilling life, and we strive to make a positive impact in this realm. Our mission is to empower our clients to navigate the complex world of finance, make informed decisions, and unlock their true financial potential.
Beyond our dedication to our clients, we are equally
committed to our team members. We foster a collaborative and inclusive work environment where ideas are valued, creativity is encouraged, and growth is nurtured. We invest in our team members' professional development and provide a platform for them to thrive and excel in their careers.
Role:
Your responsibilities will encompass:
- Establishing and nurturing relationships with potential clients to meet sales targets and accomplish business goals.
- Cultivating strong internal connections to optimize service delivery and ensure adherence to internal guidelines and legal obligations.
- Collaborating with portfolio specialists to offer timely and relevant investment advisory services to clients.
- Assessing clients' risk tolerance, investment preferences, and return expectations, and suggesting suitable investment solutions.
- Analyzing investment portfolios to identify opportunities for asset reallocation.
- Developing, evaluating, and providing recommendations for changes in investment policies based on market conditions.
- Adhering to internal guidelines and regulatory requirements.
- Creating and managing a portfolio of Key Accounts.
- Attaining monthly sales targets by identifying and cultivating new customers.
- Ensuring a high level of customer satisfaction and exploring upsell and cross-sell possibilities with existing customers to maximize their share of wallet.
- Coordinating pre-sales and post-sales follow-up activities.
- Achieving and surpassing weekly and monthly key performance indicators (KPIs).
**Skills Required**:
- You have at least 1 year experience within an Investment Advisor, Sales/Relationship Manager or Sales (B2C) role, ideally within the Consulting, Insurance and Retail Banking industry.
- You are a strong networker & relationship builder.
- You are highly goal driven and work well in fast paced environments.
- You are a self-starter and demonstrate a high level of resilience.
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