Relationship Manager at Alan & Grant

The client provides financial advisory, capital rising and investment management services. The preferred candidate duties and responsibilities will include the following:

• 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 MCL 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 designed and achieved
• Prepare weekly report
• Prepare monthly report when due and make the presentation to the directors

Requirements

• Relevant educational qualification is BSC in any field.
• 3 years + experience in relationship management role.
• Effective communication.​