Jobs at EduBulb Consulting

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 implementation of the plan.
• 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

• BSc Degree in Marketing, Business Administration or any other related field
• MBA is an added advantage
• Minimum of 3 - 5 years of experience on the job as a Wealth Advisor
• 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.

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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

• BSc in Marketing, Business Administration or any other related field
• MBA is an added advantage
• Minimum of 3 -5 Years of experience on the job as a Wealth Manager
• 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.

go to method of application »

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 & 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.