Relationship Manager

• 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 defined and achieved.
  
• Prepare a weekly report and send it to the team lead. 
  
• Prepare monthly report when due and make the presentation to the directors. 
  
  

Requirements

• Preferred experience is 3 years
  
• Relevant educational qualification is BSC in any field
  
• Experience is in relationship management in the financial industry
  
• Communication and Negotiation skills
  
• Large Clientele base including HNIs.