- Client relationship development and management, including ongoing and regular client contact and Communications specific to investments, portfolio changes and performance reviews
- The role holder offers support to planning, implementation and monitoring of Client investments
- Monitor the client investments and ensure that it is in compliance with all statutory requirements and takes into account Client return and risk objectives
- Communicate to the relevant service providers to avail cash for settlement/withdrawals
- Prepare and dispatch to Clients investment reports and relevant certificates
- Promptly respond to Client issues and ensure satisfactory resolution of the same
- Maintain client file for all correspondence and reports
- Ensure all documentations regarding relationship with Client in terms of investment management agreement are complete and up to date
- Ensure Invoicing for management fees is done promptly and in line with agreed terms and follow up for settlement undertaken
- Promptly ensure relevant taxes are paid
- It will be your responsibility as an analyst to perform all the functions under the signed client.
Requirements for the Investment Analyst Job
- Knowledge – sales and marketing, relationship management
- Functional/work-based skills – management, negotiating, goal oriented,
- Client Relations
- Financial Services ( 0-1 year)
- Bachelor’s degree holder, one in Finance will be an added advantage
The post Alternate Doors Job Vacancy : Investment Analyst appeared first on Jobs in Kenya - http://jobwebkenya.com/.
The post Alternate Doors Job Vacancy : Investment Analyst is republished from Jobs – Jobs in Kenya – http://jobwebkenya.com/
