1 month ago
Job Summary
We are looking to hire a suitable candidate to fill this position
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
Responsibilities:
- Generating an investment policy statement outlining our clients’ investment objectives
- Staying up to date with relevant investment, trading news, and economic trends.
- Constructing successful investment portfolios informed by market conditions and economic trends.
- Buying and selling securities in client accounts to maintain a specific investment strategy or to reach an investment objective.
- Perform significant market research to develop portfolios.
- Communicate with clients about their accounts, market conditions and economic trends.
- Manage equity and bond portfolios to maximize investment returns.
- Designing investment packages, managing client expectations and transactions to achieve set objectives.
- Commensurate acceptable levels of risk based on client instructions.
- Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
- Prospecting for new clients
Requirements:
- B.Sc. Business Administration/Finance/Economics
- Professional certifications such as ACA, ACCA, CFA should be an added advantage
- 5 - 7 years relevant experience
Competencies:
- Demonstrated understanding of capital markets
- Excellent written and verbal communication skills
- Highly organized and detail oriented.
- Strong analytical skills with high level of attention
- Financial Accounting and Analysis
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