Relationship Manager at Alan & Grant

Key Responsibilities

• 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.
• Strong communication and presentation skills.