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...
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Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
Understand the essence of financial planning and how this is essential for client acquisition and management
Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
Work closely with supervisor to understand the strategic direction for the business
Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
Any duties or responsibility that may be assigned by your team lead or other senior members of staff
Requirements
BSC/HND Equivalent in Banking and Finance, Accounting, Business Administration or related field.
1-3 years in a similar role
Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications
Excellent verbal and written communication skills
Knowledge of Asset &Investment Management and the Financial Services Industry at large
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