Assistant Vice President - Private Wealth Management
Job Description
Title: Assistant Vice President - Private Wealth Management
Company Name: CAL Investments Ltd.
Vacancy: Not specific
Job Location: Dhaka (Gulshan)
Employment Status: Full-time
Educational Requirements:
∎ Bachelor/Master's degree preferably in finance and economics
Experience Requirements:
∎ At least 4 year(s)
Job Context:
∎ CAL Investments Limited, a concern of the CAL Group (www.cal.lk), the market leader in the investment banking space in Sri Lanka offers expertise in financial services, investment banking, foreign financing, M&A, securitization, IPOs, Portfolio Management, Margin Lending & Wealth Management for Corporates & HNIs.
∎ Join us to leverage global expertise and deliver outstanding financial solutions as the preferred partner in the financial markets.
∎ Job Location: Navana FS Cosmo Tower, 4th & 5th Floor, Plot no 4/B, Road no 94, Gulshan-2
Job Responsibilities:
∎ Execute investment plans in collaboration with the wealth manager & ensure that the recommendations are aligned with the objectives & risk tolerance of the clients
∎ Build & maintain strong relationships with clients and provide regular updates on investment performance & market trends
∎ Negotiate favorable pricing for fixed-income products across the financial markets
∎ Oversee the documentation process for fixed-income products & ensure accuracy
∎ Engage in proactive lead generation by identifying & developing relationships with potential corporates and HNIs to enhance the client base
Additional Requirements:
∎ You should have 4+ years of experience in the Treasury department in Banks or Non-Banking Financial Institutions.
∎ Proven experience in wealth management or a similar role, with a track record of successfully managing client relationships and portfolios
∎ Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
∎ A team player mindset is a must
Job Source: Bdjobs.com Online Job Posting.
Application Deadline: 17 Jun 2023
Company Information:
∎ 31 May 2023
∎ CAL Investments Ltd.
∎ Address : Navana FS Cosmo, Floor-4th,Plot-4/B, Road-94, Gulshan-2, Dhaka-1212
Category: Bank/Non-Bank Fin. Institution
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