Associate, Wealth Creation Unit

Job Title:                                 Associate

Department:                           Wealth Creation

Reporting relationship:           Head, Wealth Creation

Roles and Responsibilities

• Business Development through client acquisition and management.
• Revenue drive through increasing Asset Under Management.
• Client Management.
• Transaction Processing.
• Deal Management.
• Notification of investment maturities ahead of time and engage client where necessary.
• Follow-up with the portfolio manager and CFO on investments.
• Dispatch of investment letters to clients.
• Proper filing of documents.
• Daily Call memos/plans.

Qualifications & Experience

• Bachelor’s degree from a reputable university.
• 3 - 5 years’ experience in related function (preferably in a financial services firm).
• Additional qualification and/or professional certification will be an advantage.

Skills & Competencies

• Analytical/ problem solving skills.
• Negotiation and effective communication skills
• Interpersonal relationship and possess good team spirit.
• Customer Service.
• Transaction Management

Interested and qualified candidates should kindly send their CV’s to career@kedaricapital.com