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 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
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