Closing: Jun 25, 2024
This position has expiredPublished: Jun 10, 2024 (25 days ago)
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Job Summary
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Requirements
- Relevant educational qualification is BSC in any field
- Preferred experience is 3 years
- Large clientele base including HNIs.
- Communication and negotiation skills
Responsibilities
Requirements
- Relevant educational qualification is BSC in any field
- Preferred experience is 3 years
- Large clientele base including HNIs.
- Communication and negotiation skills
Key Duties
- The staff is required to grow our asset under management using their wealth of experience and client base to sell the product and services of the company asset management.
- Manage client assets according to investment preferences and goals.
- Meet with clients to assess asset status, needs, risks, goals and progress.
- Develop, organize and maintain client portfolios.
- Responsible for defining and ensuring the organizations short-medium-and long term strategic goals are defined and achieved.
- Prepare weekly report.
- Prepare monthly report when due and make the presentation to the directors
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