Job Responsibilities: - • Effectively use metrics and data visualisation to report progress and support data-driven decision-making at the team or organization level • Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth • Deliver sound investment advice and strategies strategy based on market performance • Develop and implement project management methodologies and best practices to build on your team’s skills and capabilities • Contribute to the establishment of a common set of practices, tools and templates for portfolio, program, and project-level management and ensure standards are being followed • Manage the day-to-day operations of the portfolio, establish the working plan of each project phase • Analyze and appraise the effectiveness of sales methods, costs, and results • Facilitate project review and checkpoint meetings • Produce and analyse portfolio/project-level reports against key performance indicators • Escalate issues that threaten portfolio and project success Skills Required: • Should have sound knowledge of securities, insurance, and mutual fund industries • Must have the fair understanding of technology and should enjoy building solutions.