1. Work with our Lead - Growth & Alliances in handling inbound interest received by us.
2. Conduct online calls and demos with potential customers and close them as paying customers.
3. Work with our Founder on strategic alliances - potentially travelling to various financial centres globally.
4. Manage on-going relationships with customers.
5. Build pitchbooks, financial models and other due diligence material for clients.
6. Advise our existing clients on the documents.
7. Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products.
8. Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios.
9. Develop complex financial models.