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Job Description
Your mission will be to promote the investment products of the company to corporate and individual clients and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.
Responsibilities
- Source new clients and expand client network in professional and social settings.
- Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
- Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
- Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
- Relate with investment analysts to assess financial information and investment opportunities.
- Use relevant financial models to project future earnings and profit potentials.
- Monitor the financial market trends to promote better decision-making and advise on funds management.
- Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets, and general current events.
- Comply with rules, regulations, and legislation governing the financial services industry.
Qualifications
- Experience with leading the teams
- Minimum of 5 years of experience mobilizing huge deposits with a financial/investment firm
- Great communication, presentation, and negotiation skills
- Ability to mobilize between 100m to 400m selling fixed deposit every month
- Strong command of Excel and PPT.
Location: Abuja, Nigeria
For More Information: WEALTH MANAGER
