• Provide financial planning support to clients.
• Meet with client to discuss their financial goals.
• Educate potential clients on the financial services and products offerings of HMI Management Service Limited.
• Recommend investments to clients and assist them select investments products.
• Provide market feedback on existing products to aid new product development.
• Maintain and manage all existing client relationships.
• Provide monitoring and evaluation report on effectiveness of sales strategy at meetings.
• Scouting for opportunities for the firm through seminars, conferences and other sales and marketing platforms
• Responsible for the relationship between clients and the company.

Qualifications

• Minimum of an HND in related field.
• Excellent interpersonal and communication skills.
• Sense of ownership and pride in your performance and its impact on company’s success.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Prior sales experience is an added advantage.