Job Responsibilities:
Manages client assets according to investment preferences and goals.
Meets with clients to assess asset status, needs, risks, goals and progress.
Prepares financial statements, business activity reports and forecasts.
Develops, organizes and maintains client portfolios.
Studies market trends to maximize profits and identify investment opportunities.
Supervises employees who assist in financial reporting and budgeting.
Coordinates with property managers, brokers and other third parties.
Fosters and maintains positive client relationships.
Assesses financials for legal compliance.
Reviews financial reports to find ways to reduce costs.
Compiles and presents asset management reports to clients, supervisors and senior executives.
Contributes to team efforts by accomplishing related tasks as needed
Qualifications/Skills:
Analytical skills
Highly skilled in math and finance
Excellent communication skills
Strong time-management skills
Detail oriented and highly organized
Skilled in negotiation and project management
Excellent critical thinking skills
Working knowledge of business and data intelligence software
Education Experience, Requirements:
Bachelor’s degree in the related field
Several years’ experience in asset management or related field preferred
Interested and suitably qualified individuals should email their application letter with salary expectations, enclosing copies of academic and professional certificates (in zipped format), detailed CV indicating work experience, contacts, and addresses of relevant referees on or before the close of business 18th July 2024. Use the email- jobs@cloversmtc.com. Only shortlisted candidates will be contacte
Apply via :
jobs@cloversmtc.com
