Latest Jobs at EduBulb Consulting

Job Summary

• The primary objective of this role is to meet the company’s financial target and manage relationship with clients to ensure optimum client acquisition, retention, and income generation from sale of company’s investment products.

Key Responsibilities

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets of the clients
• Carrying out market research and customer surveys to assess demand, brand positioning and awareness
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Organizing financial trainings for organizations and groups to enhance brand visibility.
• Other assigned responsibilities.

Qualifications & Key Skills

• BS.C in Marketing, Business Administration or any other related field
• Minimum of 3 -5 Years of experience on the job as a Wealth Manager
• MBA is an added advantage
• Good writing and communication skills
• Good presentation skills
• Ability to influence and persuade
• Good time management and organizational ability
• Analytical skills
• Knowledge on the job and the industry
• Proficiency in Microsoft office
• Attention to details
• Ability to Network.

Application Closing Date
Not Specified

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Job Summary

• The primary objective of this role is to meet the company’s financial target and manage relationships with clients to ensure optimum client acquisition, retention, and income generation from the sales of the company’s investment products.

Responsibilities

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets.
• Implement financial recommendations and assist with implementation of the plan.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with the client’s financial plan.
• Monitor financial market trends to ensure that clients’ plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with clients to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
• Report all feedback from clients to the Head, Wealth Management.

Qualifications and Competencies

• Bachelor’s degree in business administration, Accounting, Marketing, or related fields.
• Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution.
• A minimum of five (5) years’ relevant working experience in a similar role within the asset management industry is highly desirable and currently in a senior role.
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
• Highly agile in learning, adapting to an ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
• Good presentation skills
• Ability to influence and persuade
• Good time management and organizational ability
• Analytical skills
• Knowledge on the job and industry
• Proficiency in Microsoft office
• Attention to details
• Ability to Network.

Application Closing Date
11th November, 2025.