Advisory Relationship Manager

Key Responsibilities:

• Market Analysis: Analyse market trends, economic data, and company performance to provide informed investment recommendations.
• Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment objectives and risk tolerance.
• Investment Proposals & Reporting: Create and present detailed investment proposals and reports to clients.
• Portfolio Monitoring: Monitor client portfolios and provide ongoing advice to optimize performance.
• Regulatory Awareness: Stay updated on market developments and regulatory changes affecting equity investments.
• Team Collaboration: Work with other team members to enhance service delivery and client satisfaction.
• Client Education: Conduct educational seminars and workshops for clients on equity investment strategies.