Relationship Manager at Alan & Grant

Job Description

• The staff is required to grow company's asset under management using their wealth of experience and
• client base to sell the product and services of ccompany's asset management.
• Manage client assets according to investment preferences and goals.
• Meet with clients to assess asset status, needs, risks, goals and progress.
• Develop, organizes and maintain client portfolios.
• Responsible for defining and ensuring the organizations short-medium-and long-term strategic goals are defined and achieved.
• Prepare weekly report and send to the team lead.
• Prepare monthly report when due and make the presentation to the directors.

Requirements

• Large clientele base including HNIs.
• Experienced from a well-known competitor.
• Communication and negotiation skills.
• Must be a performer in current organization.
• Preferred experience is 3 years
• Relevant educational qualification is BSC in any field
• Experience in Relationship  Management