Relationship Manager at Alan & Grant

Job Summary

• The staff will be required to grow our assets under management using their wealth of experience and client base to sell the product and services of the organization.

Key Responsibilities

• Manage client assets according to investment preferences and goals.
• Meet with clients to 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 a weekly report and send it to the team lead.
• Prepare monthly report when due and make the presentation to the directors.

Requirements

• Bachelor's Degree in any field
• 3 years previous similar experience in relationship management for a Financial Institution
• Communication and Negotiation skills
• Large Clientele base including HNIs.