Jobs at First Excelsia

Description

• As a Portfolio Manager, you will be responsible for managing portfolios in line with set objectives and assisting with implementing strategies to grow the company's Assets under management.
• You will also provide general support to the Head, of Investments.

Job Responsibilities

• Manage portfolios in line with set objectives and risk tolerances.
• Development and review of client investment propositions.
• Maintain new and existing client relationships.
• Construct successful investment portfolios informed by market conditions, economic trends, and client investment objectives.
• Preparation of Investment proposals and investment risk analysis.
• Liaise with team members to ensure that the research needs/inputs to actualize investment management objectives are delivered on a timely basis.
• Ensure timely, reliable, and accurate reporting on all investment and Fund accounts/activities.
• Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulators including conforming with anti-money laundering requirements.
• Process client Subscription/Deposits and Redemptions/withdrawals promptly.
• Ensure all regulatory reports are filed in a timely manner.
• Stay up to date with relevant investment and trading news and economic trends.

Person Specification

• A minimum of a Bachelor’s Degree in relevant disciplines.
• Possession of CFA, and ACCA qualifications required.
• Minimum of 4 years of relevant experience in a similar role within the same industry.
• MBA or relevant MSc will be an added advantage.
• Excellent written and oral communication skills
• Impeccable interpersonal skills
• Excellent presentation skills
• Hands-on in making Pitch books, Information Memorandum, and Financial Projections.
• Ability to multitask and work independently as well as collaboratively within a team environment.
• Excellent attention to detail.
• Highly collaborative and thrives well in a fast-paced work environment.
• In-depth knowledge of the industry’s standards and regulations
• Excellent business acumen.

go to method of application »

Job Description

• Our client is seeking to hire a skilled and competent Direct Sales Agent to join its team. As a direct sales agent, you will be in charge of identifying and cultivating relationships with potential buyers and sellers of real estate properties.
• The role holder will beresponsible for assisting clients in buying, selling, or renting properties while providing exceptional customer service and guidance throughout the process.

Job Responsibilities

• Follow-up with leads to increase sales
• Nurture relationships that connect with our clients to generate more sales.
• Provide complete and appropriate solutions for every customer in order to boost top-line revenue growth, customer acquisition levels and profitability.
• Conduct open houses to promote agency listings
• Oversee the entire process from property listing to closing deals to ensure a quick and seamless transaction experience.
• Provide up-to-date market information about potential homes, similar properties, and the neighbourhood.
• Meet with prospective clients to determine their needs and interests in order to sell our products or services.
• Prepare weekly, and monthly performance reports.
• Provide customer service to existing/ potential clients by answering questions about products or services
• Organize meetings with potential clients to discuss product offerings.
• Maintain records of all sales made, including follow-up with clients to ensure satisfaction with products or services purchased.

Person Specification

• B.Sc / BA in Estate Management, Social Sciences, or a relevant field; further training will be a plus.
• Minimum of 3 years as a direct sales agent within the real estate industry or a similar role.
• In-depth knowledge of the industry’s standards and regulations
• Result-driven with a proven track record of increasing profits and exceeding sales targets.
• Excellent negotiation and networking skills to convince potential customers.
• Excellent written and oral communication skills
• Excellent interpersonal and presentation skills.