• Managing and maintaining client accounts, including overseeing client communications, responding to client queries and concerns, and providing ongoing support and advice
• Developing and maintaining strong client relationships, including understanding client needs and making product and service recommendations as appropriate
• Collaborating with the sales team to identify new business opportunities, including creating sales strategies and developing proposals
• Analyzing client investment portfolios and recommending adjustments as needed
• Maintaining accurate and up-to-date records of client transactions and activities
• Providing timely and accurate reporting on client accounts and investments
• Staying up-to-date on market trends and developments in order to provide informed advice and support to clients
• Conducting research and analysis to support client investment decisions

Requirements

Qualifications:

- Bachelors degree in finance, business, or related field

-Minimum of 1 year of experience in a similar role.

- Strong communication and interpersonal skills

- Excellent organizational and analytical skills

- Understanding of financial markets and investment products

- Ability to work independently as well as part of a team.

Skills: client accounts , Client Communications, investment products, Financial Markets

Experience: 1.00-3.00 Years