Account manager

Boch Systems Company Limited (BOCH)

Job Summary

Develop and manage customized investment portfolios and discretionary funds for institutions, corporations, pension funds etc.

  • Minimum Qualification: Degree
  • Experience Level: Entry level
  • Experience Length: 2 years

Job Description

Boch Systems Company Limited (BOCH) is a leading Systems Integration Company of choice. Our mission is to provide professional and quality service delivery on information and communication technology that is reliable, timely and cost-effective; to our esteemed clients through our highly skilled and dedicated workforce, partners and technology, returning value to our stakeholders.

Job Descriptions

Relationship Management:

  • Engage, build and manage relationships with both new and prospective clients.
  • Identify customer needs and proactively seek to provide products and services to meet these needs.

Product Development:

  • Lead the development of new products and the selection of appropriate strategies compatible with the client’s investment goals and risk appetite.
  • Design and manage families of mutual funds.
  • Marketing - Customer Acquisition/ Retention
  • Coordinate and lead effective and efficient marketing, marketing campaigns and proposal efforts focused on key client segments to improve customer base and revenue.
  • Drive the acquisition of new clients and coordinate the marketing activities of all marketing officers.
  • Oversee the marketing of risk asset products as well as cross-selling of CDL’s range of product offerings to new/ existing customers.
  • Promote affinity schemes amongst clients in order to achieve greater loyalty and referrals.

Industry Knowledge & Trends

  • Monitor advances and trends in global Asset and Wealth Management and apply knowledge in developing CDL’s Asset and Wealth Management operations.

Market Intelligence:

  • Obtain and review research and competition analysis with a view of adequately positioning the function and products.
  • Keep abreast of business opportunities and devise strategies to convert them into viable and profitable ventures.

Competency and Skill Requirements

  • Strong knowledge of the financial services landscape.
  • Deep understanding of wealth management or private banking services, trends including portfolio management, financial planning, asset management, client reporting etc.
  • Broad technical skills in retirement plans, general investment matters, and applicable tax, insurance, and estate planning issues.
  • Strong entrepreneurial, excellent marketing, negotiating and relationship management skills.
  • Strong leadership and people management skills.
  • Capable of hands-on problem solving, with the ability to generate ideas and solutions.
  • Client focused attitude and the ability to work well under pressure.
  • High degree of professionalism and discretion; culturally astute.
  • Strong analytical, quantitative and qualitative skills.
  • High sense of judgment, ability to use own initiative and pay close attention to detail.
  • Excellent communication, report writing, and presentation skills.
  • Self-motivated with strong interpersonal skills.

How to Apply?

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