Relationship Manager - Portfolio Management, CBIL
Job Description
Title: Relationship Manager - Portfolio Management, CBIL
Company Name: Community Bank Investment Limited
Vacancy: Not specific
Job Location: Dhaka
Employment Status: Full-time
Educational Requirements:
∎ Masters in relevant disciplines with no third division in academic records.
Experience Requirements:
∎ At least 3 year(s)
Job Context:
∎ Community Bank Investment Limited (CBIL), a wholly-owned subsidiary of Community Bank Bangladesh Limited, is looking for qualified professional for the following position.
∎ Job Grade: Senior Officer to Senior Principal Officer
∎ Job Nature: Permanent.
Job Responsibilities:
∎ Acquire portfolio accounts from high net-worth individuals and institutions.
∎ Collaborate with Head of Portfolio and research team in driving sales targets.
∎ Maintain liaison with the clients and help the portfolio team to acquire new clients.
∎ Manage clients' portfolio and disburse margin loan to the clients.
∎ Execute trade as per customer instructions.
∎ Ensure delivering customized client services to keep them satisfied.
∎ Develop marketing scheme for the growth of client base.
∎ Any other responsibilities as assigned by the Management.
Additional Requirements:
∎ Analytical mind-set and thorough knowledge of the capital market and related regulations of Bangladesh Securities and Exchange Commission & DSE.
∎ Knowledge of Microsoft Office Suite.
∎ Excellent interpersonal, communication, team building and people management skill.
∎ Minimum 3 (three) years of relevant experience in Stock Brokerage Firm/ Merchant Bank.
∎ Candidates having no experience in the capital market related functions need not to apply.
Salary: Negotiable
Job Source: Bdjobs.com Online Job Posting.
Application Deadline: 18 May 2023
Company Information:
∎ 8 May 2023
∎ Community Bank Investment Limited
Category: Bank/Non-Bank Fin. Institution
: Interested candidates are requested to apply by May 18, 2023. No hard copy of application will be accepted.
