Jubilee Financial Services
June 2010 — July 2013
RELATIONSHIPS MANAGEMENT: Build strong business relationships with banks, stock brokers, investment manages and Regulatory Authority for Managers. NEW PRODUCTS: Research the market place and design suitable products for investment of retirement benefits funds. MARKETING BROCHURES AND WRITE-UPS: Prepare suitable marketing materials for the business including brochures, fliers and newsletters. MARKET DEVELOPMENTS: Monitor, gather and maintain accurate and up to date information of market trends, competition and products and update the Board regularly. LEADERSHIP: Provide leadership in investment review and analysis of the available investment opportunities making recommendation on the suitable options to clients. LEADERSHIP AND SUPERVISION: Provide guidance, training and development of staff including performance management. STRATEGY, PLANNING AND REPORTING: Planning, budgeting, monitoring and evaluation of issues touching on the Business including business projections.