CAL Investments Limited, a concern of the CAL Group (www.cal.lk), the market leader in the investment banking space in Sri Lanka offers expertise in financial services, investment banking, foreign financing, M&A, securitization, IPOs, Portfolio Management, Margin Lending & Wealth Management for Corporates & HNIs.

Join us to leverage global expertise and deliver outstanding financial solutions as the preferred partner in the financial markets.

You should have 4+ years of experience in the Treasury department in Banks or Non-Banking Financial Institutions.

Key Responsibilities:

• Execute investment plans in collaboration with the wealth manager & ensure that the recommendations are aligned with the objectives & risk tolerance of the clients
• Build & maintain strong relationships with clients and provide regular updates on investment performance & market trends
• Negotiate favorable pricing for fixed-income products across the financial markets
• Oversee the documentation process for fixed-income products & ensure accuracy
• Engage in proactive lead generation by identifying & developing relationships with potential corporates and HNIs to enhance the client base

Qualifications:

• Bachelor/Master’s degree preferably in finance and economics
• Proven experience in wealth management or a similar role, with a track record of successfully managing client relationships and portfolios
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
• A team player mindset is a must

Job Location: Navana FS Cosmo Tower, 4th & 5th Floor, Plot no 4/B, Road no 94, Gulshan-2

If you can see yourself as a part of our growing & dedicated team, we would like to hear from you!

Application Deadline: June 17, 2023

For more information about us, please visit –
Website: https://calbd.com.bd