Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs
Job Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.
Formulate tactical strategy and associated delivery plans related to single practice areas.
Coach, mentor and manage team members toward driving business objectives and ensuring colleague development.
Matching Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their local and offshore investment and fiduciary needs.
Skills & Requirements
Must-have
Manage high net worth client portfolios
Formulate tactical strategy
Proactive integration and enhancement
Portfolio performance management
Business development and financial targets
Nice-to-have
African growth journey
Shaping destiny
Proudly African group
Key Requirements
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)