Alan & Grant is currently looking for a relationship manager for immediate employment. Interested persons are expected to apply. Kindly go through the full details of this position below:
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 the company 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 weekly report.
Prepare monthly report when due and make the presentation to the directors
Requirements
Relevant educational qualification is BSC in any field
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