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




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