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.

• 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 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

• Preferred experience is 3 years
• Relevant educational qualification is BSC in any field
• Experience is in relationship management in the financial industry
• Communication and Negotiation skills
• Large Clientele base including HNIs.