One of the leading merchant banker, a wholly owned subsidiary of a leading commercial bank, with growing portfolio of investment and ambitious and exciting business plan offering complete merchant banking and investment banking service seeks applications from highly motivated, dynamic, and result oriented Nepalese citizens having proven track record in capital markets and/or keen interest in merchant banking for the following position:

Associate- Portfolio Management Service (PMS)

Views: 1636 | This job is expired 1 year, 9 months ago

Basic Job Information

Job Category	:	Banking / Insurance /Financial Services
Job Level	:	Mid Level
No. of Vacancy/s	:	[ 1 ]
Employment Type	:	Full Time
Job Location	:	Kathmandu, Nepal
Offered Salary	:	Negotiable
Apply Before(Deadline)	:	Jul. 14, 2022 23:55 (1 year, 9 months ago)

Job Specification

Education Level	:	Under Graduate (Bachelor)
Experience Required	:	More than or equal to 2 years
Age	:	Less than 40 years
Professional Skill Required	:	Communication Management Customer Service Interpersonal Skills

Other Specification

Requirement/Experience – Thorough knowledge and experience of PMS operations, investment management, share market, and share transaction. Must have good communication skills and good knowledge of investment banking services.

Job Description

Review portfolio of clients on periodic basis and suggest on likely actions for portolios (investment, divestment or rebalancing).
Relationship management with PMS clients.
Assist the In-charge – PMS to maintain portfolio performance against the benchmark.
Ensure documentation for PMS clients are updated and properly maintained.
Ensure the accounting records of the portfolio clients are up to date in the PMS software and periodic bank and DEMAT reconciliation are prepared by team members.
Assist in preparing investment proposals and investment plans for assigned portfolio.
Ensure the income for portfolio management are reported timely to accounts department.
Ensure the clients are regularly updated on the status of the portfolio, performance and the planned way forth for their portfolio.
Contribute to Increased AUM of Portfolio Management with additional new investments.