Junior Financial Advisor

Summary/Objective:

To provide financial advisory services to mid-tier clients, achieve sales targets, manage client portfolios, support business development, mentor junior staff, and ensure compliance with all regulatory requirements.

Responsibilities

Sales Performance & Target Achievement

• Achieve annual sales targets for assigned product lines.
• Maintain a minimum 95% target achievement rate.
• Generate new client acquisitions through referrals and networking.
• Achieve a minimum 25% cross-sell ratio across product categories.
• Manage sales pipeline using CRM systems and provide regular sales forecasts.

Client Advisory & Portfolio Management

• Manage a portfolio of 50–75 clients with a 90% client satisfaction score.
• Conduct financial needs assessments and develop tailored investment strategies.
• Maintain regular client contact (minimum monthly).
• Ensure all client documentation and regulatory requirements are met.

Business Development Support

• Support senior advisors in prospecting and client acquisition.
• Attend networking events and seminars to generate leads.
• Prepare investment proposals and marketing materials.
• Build and maintain a professional referral network.

Compliance & Risk Management

• Maintain a 100% compliance record with all regulatory and internal policies.
• Ensure accurate documentation of all client interactions and recommendations.
• Participate in compliance training and support audit processes.

Qualifications

Education and Experience

• Minimum of a First Degree in a Finance/Accounting/Actuarial Science or related program
• Professional Qualification (e.g., GISI Level 1).
• 1–2 years of experience in financial services sales.
• Securities licensing (Level 1) and knowledge of investment products.
• Computer Proficiency in Microsoft Office suites (Excel, Word and PowerPoint)
• Should have an understanding of different asset classes and securities

Skills/Personal Attributes

• Excellent analytical abilities
• Strong sales communication skills
• Strong consultative selling techniques
• Strong work ethic
• Ability to develop and maintain professional relationships
• Team Player
• Result-oriented
• Ability to manage time effectively, set priorities and meet deadlines

Mode of Application

All interested persons with the requisite qualification and skills should submit their curriculum vitae by clicking or copying the link https://a.peoplehum.com/rz9us or by applying to careers@petraonline.com not later than November 15,2025

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