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Wealth Management Professional
2 months ago
Kamco Invest, a leading asset management firm in the MENA region, is seeking a dedicated and proactive Wealth Management Associate to join its dynamic team.
**Key Responsibilities:**
- **Private Placement**: Collaborate with clients, investors, and internal teams to facilitate private investment opportunities and manage the end-to-end process, ensuring seamless capital raising and investment structuring.
- **Market Analysis**: Assist in conducting regular market scans aligned with our investment strategy to identify trends and opportunities, driving informed investment decisions.
- **Client Segmentation**: Analyze developments within specific segments to better understand client needs and enhance our strategies, aiming to improve client relationships and customer experience.
- **Challenge Identification**: Help pinpoint key segment challenges and areas for improvement, developing and implementing solutions to drive positive change and sustainable portfolio growth.
- **Performance Tracking**: Support the creation of performance measures to monitor customer-centricity and ensure sustainable portfolio growth, aligning with our firm's goals.
- **Marketing Support**: Participate in marketing campaigns and product launches to promote our services effectively, enhancing our brand presence.
- **Advisory Services**: Assist in delivering investment advisory services, supporting effective fund management and deal execution, ensuring optimal investment outcomes.
- **Opportunity Identification**: Help identify investment and divestment opportunities, recommending balanced portfolio strategies for clients, aligning with their goals and risk tolerance.
- **Reporting**: Prepare daily and periodic reports on portfolio trends and performance for management and clients, providing actionable insights.
- **Client Relations**: Build and maintain strong client relationships, addressing any complaints and queries promptly and accurately, ensuring exceptional customer service.
- **Database Management**: Maintain a comprehensive database of all relevant information on existing and potential clients, ensuring data-driven decision making.
**Qualifications:**
- At least 3 years of relevant experience in a wealth management role
- Strong analytical and communication skills
- Ability to work effectively in a fast-paced environment
- Experience in wealth management or financial services is a plus
- Proficiency in financial software and tools