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 (where applicable).
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 and grow client portfolios
Local and offshore investment needs
Formulate tactical strategy
Proactive integration and enhancement
Portfolio performance management
Business development and financial targets
Nice-to-have
Empowering Africa's tomorrow
Proudly African group
Colleague development
Key Requirements
Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies