Job Description
Objectives of the Role
- Term Deposit Mobilization, Relationship management of investment portfolio of HNIs
Responsibilities
- Prospect and convert HNI leads and relationship management of each client portfolio.
- The Treasury Marketing Officer will be conducting due diligence, and make recommendations to maximize returns and minimize risks to clients.
- Manage and oversee their individual investment portfolio, ensuring alignment with the overall investment strategy and objectives.
- Analyze potential investment opportunities from time to time.
- Maintain accurate and up-to-date records of all clients’ investments.
Qualifications / Experience / Skills
Education:
- Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
- 1 - 2 years relevant work experience.
- Excellent communication and presentation skills.
- Proficiency in Microsoft Office.