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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At least 5 years of proven experience in wealth management, financial advisory or a similar role.
Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
Strong relationship management skills.
Extensive knowledge of finance, economics, and current developments in the industry.
Good understanding of the company's business.
Top-notch Communication skills - oral, written and presentation.
Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
Result oriented.
Strategic thinking and leadership capabilities.
Strong mathematical, analytical, and critical thinking skills.
Demonstrate a strong sense of integrity, dependability, and confidentiality.
A self-starter who is also a good team player.
Proficiency with Microsoft Office suite.
Job role
Implement strategic and innovative wealth management propositions across all products and platforms.
Introduce strategic partnerships and innovations to enhance our value proposition.
Initiate and develop client relationships in identified target markets.
Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
Responsible for managing clients’ portfolios.
Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
Provide leadership to drive AUM and profitability targets.
Monitor financial market developments and propose innovative solutions to address client needs/expectations.
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