Account Manager at Boch Systems Company Limited

Job Descriptions
Relationship Management:

• Engage, build and manage relationships with both new and prospective clients.
• Identify customer needs and proactively seek to provide products and services to meet these needs.

Product Development:

• Lead the development of new products and the selection of appropriate strategies compatible with client’s investment goals and risk appetite.
• Develop and manage customised investment portfolios and discretionary funds for institutions, corporations, pension funds etc.
• Design and manage families of mutual funds.
• Marketing - Customer Acquisition/ Retention
• Coordinate and lead effective and efficient marketing, marketing campaigns and proposal efforts focused on key client segments to improve customer base and revenue.
• Drive the acquisition of new clients and coordinate the marketing activities of all marketing officers.
• Oversee the marketing of risk asset products as well as cross-selling of CDL’s range of product offerings to new/ existing customers.
• Promote affinity schemes amongst clients in order to achieve greater loyalty and referrals.
• Industry Knowledge & Trends
• Monitor advances and trends in global Asset and Wealth Management and apply knowledge in developing CDL’s Asset and Wealth Management operations.

Market Intelligence:

• Obtain and review research and competition analysis with a view of adequately positioning the function and products.
• Keep abreast of business opportunities and devise strategies to convert them into viable and profitable ventures.

Competency and Skill Requirements

• Strong knowledge of financial services landscape.
• Deep understanding of wealth management or private banking services, trends including portfolio management, financial planning, asset management, client reporting etc.
• Broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
• Strong entrepreneurial, excellent marketing, negotiating and relationship management skills.
• Strong leadership and people management skills.
• Capable of hands-on problem solving, with ability to generate ideas and solutions.
• Client focused attitude and the ability to work well under pressure.
• High degree of professionalism and discretion; culturally astute.
• Strong analytical, quantitative and qualitative skills.
• High sense of judgement, ability to use own initiative and pay close attention to detail.
• Excellent communication, report writing and presentation skills.
• Self motivated with strong interpersonal skills.