JOB DESCRIPTION
RESPONSIBILITIES
- Your responsibilities will encompass building and nurturing client relationships, managing portfolios, offering quality advisory services, proposing innovative solutions, and providing regular market reports to management.
- Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.
- Client Relationship Development: Initiate and cultivate client relationships within identified target markets, ensuring that the company's services align with client needs and expectations.
- Portfolio Management: Manage clients' portfolios effectively, ensuring their financial goals are met, and their investments are optimized.
- Enhance Customer Experience: Improve the customer experience by providing quality advisory services, valuable product/solution recommendations, and maintaining strong client relationships.
- Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
- Reporting: Provide regular market reports to the management team to keep them informed about market trends, challenges, and opportunities.
Requirements
- Experience: A minimum of 5 years of experience in financial services sales, wealth management, financial advisory, or a related field.
- Education: A bachelor's degree or its equivalent in numerate or semi-numerate disciplines.
- Relationship Management: Strong relationship management skills with a proven track record of building and maintaining clients relationships.
- Industry Knowledge: Extensive knowledge of finance, economics, and current developments in the financial industry.
- Company Understanding: Good understanding of the company's business, values, and mission.
- Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.
- Independence: Ability to work with minimal supervision within a hybrid working structure.
- Negotiation Skills: Strong negotiation skills, with the ability to influence effectively and manage C-suite executives, leaders, high-net-worth individuals, and other key stakeholders.
Salary
Competitive
Monthly based
Location
Kurmin Musa, Kaduna State, Nigeria
Job Overview
Location
Kurmin Musa, Kaduna State, Nigeria
