Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients.
...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
The staff is required to grow our assets under management using their wealth of experience and client base to sell the product and services of the company.
Manage client assets according to investment preferences and goals.
Meet with clients to assess asset status, needs, risks, goals and progress.
Prepare financial statements, business activity reports and forecasts.
Develop, organize and maintain client portfolios
Requirements
Minimum of Bachelor’s degree in Finance, Accounting or related field
Minimum of First degree or its equivalent.
Relevant professional qualifications. A relevant Master’s degree/ MBA is an added advantage.
Minimum of 3-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector.
Good understanding of treasury and private banking products/services.
Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.
Strong marketing, relationship management and networking skills.
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