Fund Manager Representative

New

A Reputable Company

Job Summary

To source for funds by marketing the company’s services and offering investment advice to potential clients in line with the SEC directives.

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

Job Description

Department: Asset Management 


Reports Directly to: Head, Funds Manager 



General Duties:

Sourcing for funds:

  • Increasing the company’s portfolio by marketing the company’s services to potential clients (companies and individuals).  in line with the stated regulations. 

  • Act as an intermediary between the company and the client.

  • Ensure client documentation (KYC) is accurately and fully completed. 

  • Ensure you meet set targets. 

Providing Investment Advice:

  • Providing investment and financial management advice to clients.

  • Advising clients on long-term strategies for financial management and explain how a particular fund fits into their overall goals.

Complete Financial Transactions:

  • Complete financial transactions on behalf of their clients and the funds they manage.

  • Weigh the risks and benefits of each transaction, determining whether they fit into the fund’s strategies and deliver value to clients.

Maintain Portfolio Records:

  • Maintain records and documentation related to investments and transactions of Clients.

  • Submit weekly reports to supervisor (Head, Fund Manager) on weekly activities.

  • Submit documents and reports to regulators on or before stated deadlines.

  • Ensure investment activities adhere to financial industry regulations.

Ensure Adherence to Financial Regulations:

  • Submit documents and reports to regulators on or before stated deadlines.
  • Ensure investment activities adhere to financial industry regulations.


Skills

  • Investment expertise
  • Client service
  • Familiarity with financial regulations
  • Networking skills
  • Communication skills
  • Organizational skills


Education and Working Experience

  • A Minimum of 1 st degree is required
  • Ghana Stock Exchange Security Certificate
  • A minimum of 2 years related experience

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