✓Building and maintaining a client base✓Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies✓Setting financial objectives, and developing and implementing strategies for achieving them✓Arranging to buy and sell real estate, stocks and bonds for clients✓Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets✓Recommending and arranging for the best saving practice and insurance cover for clients

Researching information from various sources.Reviewing and responding to clients changing needs and financial circumstancesNegotiating with product suppliers for the best possible ratesCommunicating with other professionals such as valuersProducing financial reportMeeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised productsHelping clients assess how aggressive they can be with their investments and the amount of risk they can bearProviding investment recommendations

Compiling background material, working papers, and statistical data for meetings and briefing sessions.Preparing the Quarterly Financial Report at the time of requesting the advance of funds on the basis of a corresponding work plan and budget Ensured the vehicles were duly registered before being disbursed outside the country Draft all necessary administration and financial management correspondence and give a report to the management.Perform all office administration duties including quotation requests, purchase order follow-ups, stationery supplies.Assisted in organizing work schedule and follow-ups. Collecting, maintaining, and updating data relevant to the company operations. Ensuring the regular maintenance and prompt repair of office and workshop equipment. Set up and maintain an appropriate office filing system and assets registry record. Collecting quotations for equipment and materials and prepare and follow up on procurement requests.

Preparing and making payments to the LandlordsPreparing financial reportsReceipt and updating tenants online banking receipts in the systemProvide assistance to coordinating department in maintaining and retrieving records. Maintain office in a clean and organized manner, catalogue and label all data files.

• Portfolio growth and management• Handling of client loan and account opening applications• Loan underwriting/processing• Customer education and training with the customer advisor.• Default management.• A link with the public-ensuring a well-managed relationship with the public.• Receipt and dispatch of branch documents.• Direct sales representative- for the company’s product