Wealth Manager/Chief Operating Manager at Spok Capital Limited

STRATEGIC BUSINESS OPERATIONS

• Design and implement business strategies, plans, and procedures
• Set comprehensive goals for performance and growth
• Establish policies that promote company culture and vision
• Oversee daily operations of the company and the work of executives (IT, Marketing, Sales, Finance, etc.)
• Lead employees to encourage maximum performance and dedication
• Evaluate performance by analyzing and interpreting data and metrics
• Write and submit reports to the Senior Management in all matters of importance
• Assist Senior Management in fundraising ventures.
• Participate in expansion activities (investments, acquisitions, corporate alliances, etc.)

BUSINESS DEVELOPMENT

•  Buying and selling financial instruments in client accounts to maintain a specific investment strategy or to reach an investment objective
• Manage clients' investment portfolios to maximize returns
• Raise Capital for prospective projects/investments.
• Discover and close potential investors

RELATIONSHIP MANAGEMENT

• Provide client consultation to develop investment objectives 
• Provide advice and guidance informed by market conditions and economic trends for investment opportunities to customers
•  Communicate with clients about their accounts, market conditions, and economic trends
• Manage relationships with partners/vendors

REQUIREMENT AND SKILLS

• Proven competency in mutual fund lunching
•  Experience in fundraising will be a plus
• Proven experience in Chief Operating Office or relevant role
• Strong understanding of investment strategies and risk management
• Understanding of business functions such as HR, Finance, marketing, etc.
• Demonstrable competency in strategic planning and business development
• Outstanding organizational and leadership abilities
• Excellent interpersonal and public speaking skills
• Excellent verbal and written communication skills
• Aptitude in decision-making and problem-solving
• Strong analytical and problem-solving skills
• BSc/BA in Finance, Business Administration, or relevant field; MSc/MBA in Finance, investment is preferred