At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe...
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As the Wealth & Investment Manager, you will be responsible for sourcing funds, managing investor relationships, and promoting investment products to support liquidity growth and portfolio performance.
Responsibilities
Mobilize funds from individuals and corporate clients to meet the company’s liquidity needs
Identify new markets and develop relationships to expand the investor base
Promote and sell investment and treasury products to prospective clients
Manage and maintain strong relationships with existing investors for retention and growth
Provide recommendations on investment of excess liquidity and ensure portfolio diversification
Requirements
Bachelor’s Degree in Finance, Business Administration, or related field
Minimum of 3years of experience in financial services with focus on treasury, investment, or funds mobilization
Proven track record in selling financial products and managing corporate and individual client relationships
Professional certification such as CIS, CFA, or related is an advantage.
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