Head, Institutional Sales at Alan & Grant

Job Summary

• The primary objective of this role is a comprehensive strategy that considers all aspects of the client’s finances to meet the company’s financial target and manage relationships with clients.
• Offers financial advice to corporate/institutional clients.

Key Responsibilities

• Advising clients on financial products and services
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with clients to learn about their financial goals, risk tolerance and current assets allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.
• Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
• Conduct macro and fixed income research to support investment strategy.
• Utilize tactical negotiation skills to improve funding costs of the fixed income portfolio and other funds under management.
• Collaborate with other units on various initiatives to achieve the overall corporate objective
• Optimize the use of technological tools to improve investment management process and operational efficiency
• Preparation of portfolio strategy for group assets under management.
• Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.

Requirements

• Bachelor's Degree in Business, Accounting, or related fields
• Master's Degree will be an added advantage
• Professional qualification/membership from a reputable institution
• Minimum of 5 years Wealth Management experience
• Minimum of 3 years in a managerial position
• Must be knowledgeable in the field and have understanding on what goes on in the market space and the sector as a whole
• Must work in the Assets Management Industry
• Strong writing and communication skills
• Strong relationship Management
• Good presentation skills
• Ability to think strategically and to lead the team
• Ability to influence and persuade clients
• Good time management and organizational ability
• Ability to multitask and meet constant deadlines Oral Communication with internal and external stakeholders
• Building cordial relationship with internal and external stakeholderS
• High service orientation
• Knowledge of the job and the industry
• Proficiency in Microsoft office
• Attentiveness to details
• Operational Perspective
• Business support Acumen
• Networking
• Willingness to work long hours, when necessary.