Vacancy: Reputable Company Job Vacancy : Director of Wealth Management

• Managing financial assets of the Company and its Partners.

• Sourcing for funds from high net-worth private individuals and corporate institutions at competitive rates.

• Developing and maintaining relationships with potential and existing clients

• Assist clients in defining goals / objectives and constraints, setting asset allocation policy and selecting appropriate investment portfolio.

• Monitoring investment rates of competitors and advising accordingly

• Monitoring maturing principal/ interest and communicating to clients for further decisions – rollover or redemptions.

• Understanding clients’ investment needs, circumstances and advising accordingly.

• Assisting with the developing new investment products for the Company

• Creating investment strategies to help increase the profits of the company and suggesting changes when the need arises.

• Developing and implementing the investment policy of the company and explaining the terms and conditions to clients

• Maintaining relationships and developing referrals from clientele base.

• Any other duties assigned by the Managing Director or his representative