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Jotella Media Group Invites Job Applications


August 18th, 2021 at 08:29 pm

Job Description

  • Relationship Management: Be accountable and responsible for contributing to the regional business plan by effectively servicing financially complex client relationships.
  • Investment Management, Financial Planning, Estate & Trust Services: Participates in the creation and implementation of financial planning strategies to help clients achieve their financial and personal goals.
  • Business Development: Effectively acquire new referrals from existing book of business to continue to support ongoing business growth, as well as identifying new business opportunities.
  • Team Effectiveness: Supports a work environment that inspires innovation, creativity, collaboration, and diversity as well as, demonstrates a high tolerance and flexibility for change.

Responsibilities

  • Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans.
  • Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement.
  • Research into the market, companies that have a good paying dividends and future for growth of their products or services
  • Manages large and/or complex relationships and asset sizes.
  • Applies investment management expertise to communicate and implement investment strategies to client’s personal and financial situation.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Monitors and tracks performance and addresses any issues
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Oversees the implementation of client strategies, management of investment portfolios and ongoing evaluation of performance.
  • Provides input into the planning and implementation of operational programs.
  • Manages and continually enhances the client experience through strong relationship management.
  • Performs sales and service support activities to meet client needs and maintain overall service levels.
  • Identifies new business opportunities and acquires referrals from existing book of business.
  • Implements business development strategies to acquire new business.
  • Identifies and recommends ways to enhance the client experience.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
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Qualifications:

  • HND or Degree in Accounting & Finance or related field
  • A solid understanding of how the stock Market operates across the globe most especially in North America
  • Minimum of 1 years working experience
  • Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.
  • Excellent verbal & written communication skills.
  • Exceptional analytical and problem-solving skills.

Method Of application

Click here to apply

Closing Date: Ongoing

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