Quality Assurance Portfolio Supervisor at the Concept Group

Job Summary

• The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationship.

Duties & Responsibilities

• Work closely with relationship officers to manage client investment accounts.
• Work with sales team to properly profile clients
• Create reports on investment performance and activity
• Communicate with clients about their accounts, market conditions and economic trends
• Commensurate acceptable levels of risk based on client instructions
• Handle financial products as required
• Work together with investment research teams to identify investment opportunities
• Supervise relationship officers and report on their performance
• Report on client retention and acquisition
• Conduct periodic market research on competitor space
• Serve as admin for leads and client management software
• Portfolio management and report

Qualifications / Requirements

• Bachelor's Degree in Business, Finance, Investment or a related field preferred
• Three to five years of relevant experience
• Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.
• Strong understanding of investment strategies and risk management

Job Knowledge:

• Analytical proficiency
• Ability to use CRM tools
• Advance use of Microsoft tools (Word, excel, PowerPoint etc.)
• Strong analytical and problem-solving skills

Skills / Competencies:

• Excellent verbal and written communication skills
• High interest in and enthusiastic about economic and financial market trends.
• Exceptional customer service with a client focus
• Flexible to travel to meet clients as required
• Able to sit in front of the computer for long hours at a time.