Client Portfolio Manager

Updated: March 07, 2024 08:23 AM GMT

Falane Solutions Recruitment

Lusaka, Zambia

Description:
• Oversee client investment portfolios
• Render Financial Planning Services to Clients
• Tailor portfolio in relation to clients needs and risk appetite
• Business Development for new clients
• Conduct Monthly/Quarterly client reviews
• Ensure to thoroughly understand clients needs
• Work closely with admin to process payments and documents
• Ensure high levels of Quality assurance and customer service
• Research on investments in the Capital Markets
• Resolve all queries timely and professionally
• Communicate with Stakeholders and Managers on clients account status.
• Conduct Financial Literacy Trainings
• Represent the Firm in Good Faith at all times

Deliverables:
• Weekly Target: 3 New Clients 75% Conversation to retainer
• Service Clients thoroughly every quarter
• Maintain high levels of Confidentiality with Client and Company information.
• Always ensure to maximise on already existing clients for new investments opportunities
• Should be able to construct... More Detail