Job Description

• Establish and maintain relationships with industry influencers and key strategic partners and employ strategies to recruit clients.
• Assist with the development and implementation of investment strategies and policies.
• Advise investors on asset allocation mix, construct and analyse portfolios.
• Liaise with Research team to conduct operational and financial due diligence reviews for potential placement companies.
• Make investment decisions in consultation with Head of Asset Management and monitor performance of client investment portfolio.
• Maintain periodic correspondence with Custodians and other Investment Houses.
• Any other duties assigned by the Head of Asset Management, the Managing Director or assigned representative.

Required Skills or Experience

• The role requires someone with the flair to interact, negotiate and close deals with financial institutions and high net worth individuals.
• Must have 3 - 5 years sales experience in investments or private wealth management.
• Ideal candidate must be proficient in Microsoft Office applications.