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 AchievementAchieve 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.QualificationsEducation and ExperienceMinimum of a First Degree in a Finance/Accounting/Actuarial Science or related programProfessional 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 securitiesSkills/Personal AttributesExcellent analytical abilitiesStrong sales communication skillsStrong consultative selling techniques Strong work ethicAbility to develop and maintain professional relationshipsTeam PlayerResult-orientedAbility to manage time effectively, set priorities and meet deadlinesMode of ApplicationAll 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