Job Description
The client provides financial advisory, capital rising and investment management services. The preferred candidate duties and responsibilities will include the following:
- The staff is required to grow our asset under management using their wealth of experience. and client base to sell the product and services of MCL asset management
- Manage client assets according to investment preferences and goals.
- Meet with clients to assess asset status, needs, risks, goals and progress.
- Develop, organize and maintain client portfolios.
- Responsible for defining and ensuring the organizations short-medium-and long term strategic goals are designed and achieved
- Prepare weekly report
- Prepare monthly report when due and make the presentation to the directors
Requirements
- Relevant educational qualification is BSC in any field.
- 3 years + experience in relationship management role.
- Effective communication.