Sell financial services, such as provision for savings plans, lump sum investments, life insurances and general counselling to potential clients.
Responsible for building relationships with existing and prospective clients, to provide independent financial advice.
Determine clients' financial services needs and prepare proposals to provide services that address these needs.
Contact prospective clients to present information and explain available services.
Prepare forms or agreements to assist as intermediaries providing a range of solutions.
Develop prospects from current commercial and potential clients, referral leads, or business from trade meetings.
Review business trends to advise clients regarding expected fluctuations.
Make presentations on financial services to groups to attract new clients.
Attend networking events
Achieve business targets with regards to appointment making & database management
Report and meet with Line Manager to review performance
Experience in the global marketplace is a plus
Knowledge Customer and Personal Service — Knowledge of principles and processes for providing client a personal and tailored service. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.
Sales and Marketing — Knowledge of principles and methods for showing, promoting, and implementing products or services. This includes marketing strategy and tactics, product demonstration, advice/counsel techniques, and advise/counsel control systems.
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
Mathematics — Knowledge of arithmetic, calculus, statistics, and their applications.
Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modelling, leadership technique, production methods, and coordination of people and resources.
Law and Government — Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
This really is a fantastic opportunity, to apply please forward a covering letter along with your most recent CV. We look forward to hearing from you.
Desired Skills and Experience
Preference will be given to applicants with English as a first language and the required license and qualifications for the location you intend to work in.
Wealth management or private banking experience with demonstrated ability to manage client relationships and a proven record as a high biller.
You must approach your business with integrity, a dedicated client focus and be willing to follow the company’s mission statement.
You must have strong written and verbal communication skills.
You must be driven with a passion to succeed.
You must be able to work autonomously with the ability to use your own initiative to write high value business.
About the company :
Globaleye provides unbiased financial solutions to both Corporate and Private Clients. Our expertise in international financial planning has made us the first choice for over 10,000 clients worldwide from our head office in Dubai, with additional offices in Abu Dhabi, Singapore, Hong Kong, Shanghai, Kuala Lumpur, Bangkok, Geneva, Brussels and Moscow.
Our Wealth Managers are qualified and trained to international standards to ensure our Clients are provided with the best advice and service at all levels and since the Company is independent, no Bank, Life or Investment Company influences the solutions we offer. This provides added value for our Clients and a truly unbiased approach in creating tailored financial solutions.
We have terms with some of the largest financial institutions in the world, so our due diligence and procedures have to be of the very highest level. Our business partners include Zurich, Royal Skandia, AVIVA, Generali, Friends Provident, Prudential, Allianz, AXA Insurance, Royal Sun Alliance and Royal London Protected content name but a few.
As we are the foremost provider of financial planning solutions, we regularly feature on TV and radio, and are on the panel of experts for many industry and regional newspapers.