Job Description
Job Summary:
The primary function is to manage the portfolio of the clients independently by conducting necessary analysis, recommend investment/divestment decision on assigned client’s portfolio as per the product Paper and SIM and supervise staff reporting under. The incumbent is accountable for accomplishing our commitment towards the clients on PMS in turn ensuring that the organizational goals and objective are met.
Roles and Responsibilities
- Report to designated senior executive on a day to day course of action regularly.
- Supervise the assigned portfolio associate/s.
- Provide fortnightly full report of own and assigned portfolio associate to unit head, including growth, turnover, profit booking, latest cash and DEMAT reconciliation status from Operations.
- Obtain from the assigned portfolio associate update on status and issues on clientele and continuously guide assigned portfolio associate on the same.
- Assist senior executive to formulate plan of action, tasks and timeline in order to resolve issues liaising with members of the unit.
- Analyze companies’ fundamental, technical and qualitative data to make prudent decision liaising with Research Department for investment/ divestment decisions.
- Manage client’s portfolio in a prudent manner by making timely investment/divestment decision following the process stated in the product SIM at all the times.
- Market PMS to potential clients – individuals and institutions.
- Ensure prudent care is taken in managing client accounts.
- Liaison with the client to inform them about their portfolio and provide them with analysis date as per the client- company agreement.
- Resolve client grievances, meet them on a regular basis.
- Ensure prudent care is taken in managing client accounts.
- Any other ad-hoc duties prescribed by unit head and management from time to time.
Job Specification
Minimum Qualification Requirement:
- Bachelor’s Degree in Management or equivalent degree with at least first division marks or CGPA 3 out of 4.
- Age not exceeding 35 years.
- At least 2 years of professional experience in Nepalese capital market and should also be well versed with investment banking activities and securities trading process.
Candidates should have:
- Proficiency in written and spoken English and Nepali.
- Sound skills in MS applications such as Word, Excel and PowerPoint.
- Good interpersonal, communication and analytical skills.
- Good negotiation skills.
No. of Vacancy: 1
Apply Instructions
To apply: Click here and for further details, please visit https://www.nabilinvest.com.np/career/
The deadline to apply is 22nd December, 2020, Tuesday.
NABIL INVESTMENT BANKING LTD.
Ph:.4411604/4411733 l Fax:.4410554
URL: www.nabilinvest.com.np
This Job is expired. The Company is no longer accepting applications for this position.
