Wealth Management Executive at Page International Financial Services Limited

Job Description

• Identify possible sales opportunities and generate new businesses.
• Firmly discuss investment performance and advise clients based on prevailing economic trends.
• Research new and emerging trends in areas of portfolio management, financial planning, and market trends.
• Conduct periodic review of investment portfolio to ensure compliance with clients’ investment objectives and risk appetite.
• Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
• Mine existing relationships for more business opportunities.
• Apt in portfolio management distribution among the different asset classes.
• Knowledge of recent trends in the financial market in relation to market growth.
• Ability to interpret financial statements, management accounts, budgets and cash flows.

Job Specifications

• Minimum of B.Sc in Finance, Accounting, Economics or any related discipline.
• Adept at developing key relationships and furthering business development.
• Possess good people and social skills with a strong network.
• Creative flair required when dealing with unique financial scenario.
• Self-motivated and hardworking.
• Good relationship skills.