Achieve the assigned individual AUM target for the period.
Advising clients on financial products and services
Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
Managing Investment and Assets.
Implement financial recommendations and assist with implementation of the plan.
Contact clients periodically to determine any changes in their financial status.
Investigate available investment opportunities to determine compatibility with the client’s financial plan.
Monitor financial market trends to ensure that clients’ plans are responsive.
Devise debt liquidation plans that include payoff priorities and timelines.
Analyze Financial information with clients to learn about their financial goals, risk tolerance and current asset allocation.
Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
Ensure all regulatory compliance requirements are strictly observed and followed.
Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
Optimize the use of technological tools to improve investment management process and operational efficiency.
Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
Report all feedback from clients to the Head, Wealth Management.
Qualifications & Competencies
Bachelor’s Degree in Business Administration, Accounting, Marketing, or related fields.
Master’s Degree will be an added advantage.
Professional qualification/membership from a reputable institution.
A minimum of five (5) years’ relevant working experience in a similar role within the asset management industry is highly desirable and currently in a senior role.
Strong business acumen to be able to recognize and interpret commercial opportunities.
Strategic thinker and ability to analyze and solve problems quickly.
Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
Highly agile in learning, adapting to an ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
Gmail
Yahoomail