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Portfolio Management Service

Kathmandu     Full Time   Deadline : 2024-08-09 Closed
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  Nabil Investnment Banking LTD.
  Job Action
Short Info
  • Career Level: Senior Level
  • No. of Vacancy: Few
  • Experience: - Years
  • Views: 100
  • Skills:
    • Portfolio Management
  • Apply Before: 2024-08-09 (Closed)
  • Offered Salary: Negotiable
  • Gender: Both
  • Driving License: No
  • Education Preference: Bachelor of Business Management
  Job Description:
  • Manage the portfolio of the clients. Identify the client’s need and propose the solution.
  • Build and improve strong relationship with prospective and existing clients.
  • Assist the supervisor in various administrative works related to the portfolio management service.
  • Liaison with the client to inform them about their portfolio and provide them with analysis date as per the client- company agreement.
  • Attend to client’s grievances and resolve client complaints promptly.
  • Provide clients with comprehensive product/service consultation and guide them to take investment decision.
  • Market Portfolio Management Services (PMS) to potential clients to both individuals and institutions.
  • Ensure prudent care is taken while managing client’s accounts.
  • Ensure regular stock analysis through fundamental, technical and macro-micro economic perspectives and provide buy/sell/hold insights/recommendations to the team.  
  • Executing buy and sell orders for stocks to maximize client profits and minimize losses.
  • Managing investment portfolios and ensuring they align with client’s financial goals, risk tolerance, and time horizons.
  • Design the portfolio for the client. Optimize the portfolio return and take investment decisions.
  • Report to designated supervisor on a day to day course of action regularly.
  • Any other ad-hoc duties prescribed by unit head and management from time to time.
Required Knowledge, Skills, and Abilities
  • Should have sound knowledge of Nepalese Capital Market
  • Customer oriented
  • Excellent verbal and written communication in both English and Nepali.
  • Sound skills in MS applications such as Word, Excel and PowerPoint.
  • Good interpersonal, leadership and team management skill.
  • Age not exceeding 35 years.
  • Prior experience in the related industry will be an added advantage.
Education + Experience
  • Bachelor’s Degree in Management or equivalent degree with at least second division marks or CGPA 2 out of 4.
Benefits
  • As Per Company Policy.
  Apply Instruction:

 

Please Visit https://www.nabilinvest.com.np/career

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