Job Description & Requirements

Job Description

• Manage financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C) on Investment, Risk and Asset Management.
• Analyse financial markets and investment funds such as Equities, ETFs, Bonds and Unit Trusts.
• Provide integrated financial solutions for clients through Wealth Preservation, Partnership Management, Estate and Business Succession Planning.
• Develop business strategies based on current market developments to grow clients' portfolios