Job Description
JOB DUTIES & RESPONSIBILITIES
- To develop and execute strategic business plans that ensure the development of strong business relationships.
- Acquire retain and grow the business and client portfolio (Fund Management)
- Own and hit/exceed annual sales targets.
- Keep abreast of new regulations or policies that may affect earnings and investment portfolio.
- Development and execute strategic client onboarding and business expansion plans.
- Leverage, engage and collaborate with other financial institutions to ensure the highest possible return on investment for MBO Capital.
- Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments.
- Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework.
- Develop and execute strategic plan to achieve sales targets and expand customer base.
- Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives.
- Effectively communicate the value proposition through proposals and presentations.
- Develop a Portfolio of alternative fund raising/investment products for identified/target clients.
- Develop an awareness of current issues in portfolio management, asset, as well as domestic and international financial markets (micros and macros).
- Understand client’s risk profile ensure propositions are within the organization’s risk threshold.
- Provide responsive service to clients ensuring that all queries, complaints/ problems, and transactional requests are attended to quickly and efficiently.
- Planning and Preparing Presentations.
- Development of market literature and business reports for management feedback.
COMPETENCY REQUIREMENTS
- Enhanced writing and communication skills
- Financial interpretation
- Interpersonal /People's skills
- Analytical / Problem solving skills.
- Knowledge and experience in customer Relationship Management
- Knowledge of Investment Management & Financial Advisory
- Strong knowledge of finance i.e., equity, debt, and portfolio management
- Understanding of Wealth Management tools