Jobs at Alan & Grant

Key Responsibilities

• Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
• Understand the essence of financial planning and how this is essential for client acquisition and management
• Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
• Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
• Work closely with supervisor to understand the strategic direction for the business
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff

Requirements

• BSC/HND Equivalent in Banking and Finance, Accounting, Business Administration or related field.
• 1-3 years in a similar role
• Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications
• Excellent verbal and written communication skills
• Knowledge of Asset &Investment Management and the Financial Services Industry at large

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Key Responsibilities

• Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate.
• Understand the essence of financial planning and how this is essential for client acquisition and management.
• Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to us business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc.
• Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations.
• Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
• Work closely with supervisor to understand the strategic direction for the business
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff
• Quarterly review of clients’ portfolios with the respective clients to ensure that investment objectives are being achieved

Requirements

• B.Sc in Banking and Finance, Accounting, Business Administration or related field.
• 3-5 years experience in a similar role
• Excellent verbal and written communication skills
• Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications
• Knowledge of Asset & Investment Management and the Financial Services Industry at large
• Knowledge of economy, capital markets and global markets

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Job Summary

We are seeking a highly motivated and experienced Procurement Executive to join our team. The Procurement Executive will be responsible for managing the company's procurement activities. This includes sourcing goods and services, negotiating contracts, and ensuring cost-effective procurement strategies. The role requires a detail-oriented individual with strong negotiation skills and the ability to build and maintain relationships with suppliers.

Key Responsibilities

• Identify and evaluate potential suppliers, select suppliers based on cost, quality, and reliability. Negotiate contracts, terms, and conditions with suppliers to secure the best deals.
• Obtain quotes and compare prices, specifications, and delivery dates. Prepare and process purchase orders.
• Manage supplier relationships to ensure continuous cost improvements and supply assurance.
• Coordinate with the warehouse and logistics teams to manage stock and ensure timely delivery of goods and services.
• Handle discrepancies and resolve issues with orders and deliveries.
• Ensure all procurement activities comply with company policies and procedures.
• Maintain accurate records of purchases, pricing, and other important data.
• Prepare reports on purchases, including cost analysis and supplier performance.
• Analyze market conditions to determine current and future material availability and cost trends.

Requirements

• Bachelor’s degree in Business Administration, Supply Chain Management, or a related field.
• Certification in Procurement or Supply Chain (e.g., CIPS, CPSM).
• Experience with ERP systems.
• Proven experience as a Procurement Executive or in a similar role.
• Strong negotiation and communication skills.
• Excellent organizational and time management abilities.
• Proficiency in procurement soft ware and Microsoft Office Suite.
• Knowledge of supply chain and inventory management.
• Ability to analyze data and make informed decisions.
• High attention to detail and accuracy

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Key Responsibilities

• The relationship manager's role is to deepen relationships with existing clients, and it must be evident in the additional inflows we receive.
• Manage the key stakeholders in different mandates
• Ensure adherence to the service level agreement with clients
• Supervise the admin support staff to ensure we meet the service agenda for the business and clients etc
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff

Requirements

• A first-degree qualification in science, engineering, Finance or Social Sciences
• Minimum of 3 – 5 years of professional working experience in the financial services industry
• Relevant experience in Investment/Wealth Management or Financial Services
• Strong business acumen to be able to recognize and interpret investment and commercial opportunities
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects, and consultants within the institutional segment
• Must have excellent presentation skills and in-depth product and broad investment knowledge
• Familiarity and existing relationships with local and offshore institutional mandates.
• Ability to comprehend quickly, filter complex information and escalate to other members of the team for follow-ups