Zedcrest Capital is a privately-funded investment firm with interests in Fixed Income Securities Trading and Proprietary Investments across varied sectors of the productive economy. In every venture we are invested in, we are steadfastly committed to putting our clients’ interests first. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make. This core principle is the foundation of our business as we work to provide value to all our stakeholders.
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Responsible for managing clients’ portfolios and relationship management.
Conduct in-depth reviews to identify the personal and financial needs of clients and deliver consistent & tailored wealth management/financial planning services to address these needs.
Advise on a full range of products and services within the firm with the ability to cross-sell products.
Initiate and develop client relationships in identified target markets.
Act as a trusted adviser to new and existing customers to increase the AUM while providing outstanding customer support.
Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
Materialize existing contacts/clients into new business.
Develop new leads and build a sales pipeline through trusted and approved strategies.
Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
Meet monthly, quarterly, and annual AUM targets.
Serve as the link of communication between key customers and internal teams.
Monitor general developments of competition.
Prepare regular reports of progress and forecasts to internal and external stakeholders.
REQUIREMENTS
Minimum 1-3 years of experience in wealth management, financial advisory or a similar role.
Strong relationship management skills.
Knowledge of finance, economics, and current developments in the industry.
Good time management and organizational skills.
Must be self-driven and proactive.
Strong mathematical skills.
Good communication and interpersonal skills.
Ability to maintain the confidentiality of sensitive information.
Impressive presentation skills.
Ability to offer improved customer experience.
Proficiency in Microsoft Office tools.
Excellent analytical and critical thinking skills.
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