Job Offers at Catilas Resources Limited

Job Overview:

• We are seeking a skilled and client-oriented Relationship Manager to join our client's team.
• As a Relationship Manager, you will be responsible for managing a portfolio of clients, understanding their investment objectives, and delivering customized solutions to meet their needs.

Responsibilities:

Client Relationship Management:

• Build and nurture strong relationships with clients, including institutional investors, corporations, and high-net-worth individuals, to understand their investment goals, risk tolerance, and financial preferences.
• Serve as the primary point of contact for clients, addressing inquiries, providing investment advice, and delivering personalized solutions to meet their evolving needs.
• Conduct regular meetings, reviews, and communications with clients to assess performance, discuss investment strategies, and offer recommendations.

Portfolio Analysis and Investment Advisory:

• Analyze client portfolios, asset allocations, and investment holdings to evaluate performance, risk exposure, and alignment with investment objectives.
• Provide proactive investment advice, asset allocation strategies, and product recommendations based on client profiles, market trends, and economic outlook.

New Client Acquisition and Business Development:

• Identify and pursue opportunities for new client acquisition, leveraging existing networks, referrals, and marketing initiatives to expand the client base.
• Develop and implement business development strategies, including client prospecting, presentations, and relationship-building activities to grow assets under management (AUM) and revenue.

Requirements

Qualifications:

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Minimum of 3 years of experience in relationship management, client advisory, or similar roles within the asset management industry.
• Strong understanding of financial markets, investment products, asset allocation strategies, and risk management principles..
• Proven track record of managing client portfolios, achieving revenue targets, and driving business growth in a competitive environment.

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Responsibilities:

Portfolio Management:

• Develop and implement investment strategies in line with client objectives, risk tolerance, and market conditions.
• Monitor and rebalance client portfolios to optimize performance and ensure alignment with investment guidelines.
• Conduct regular portfolio reviews, performance analyses, and reporting for clients and senior management.

Investment Analysis:

• Conduct thorough research and analysis of potential investment opportunities, including equities, fixed income, and alternative investments.
• Evaluate financial statements, market trends, economic indicators, and industry developments to make informed investment decisions.
• Prepare investment proposals, presentations, and recommendations based on comprehensive analysis and risk assessment.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial goals, preferences, and risk profiles.

Risk Management:

• Assess and manage investment risks, including market risk, credit risk, liquidity risk, and operational risk, within established guidelines and frameworks.

Market Research and Strategy Development:

• Stay updated on market trends, macroeconomic factors, regulatory changes, and global events impacting financial markets.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or CFA designation is a plus).
• Minimum of 3 years of experience in investment management, financial analysis, or related roles within the asset management industry.
• Strong knowledge of financial markets, investment products, portfolio management techniques, and risk management principles.
• Proficiency in financial modeling, data analysis tools, investment software, and Microsoft Excel.
• Excellent analytical skills, attention to detail, and the ability to interpret complex financial data and reports.
• Effective communication skills, both verbal and written, with the ability to present investment ideas and strategies to clients and stakeholders.