Treasury Sales Analyst at MBO Capital Management Company

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
102948
Job Views
114

Job Description



JOB DUTIES & RESPONSIBILITIES 



  • To develop and execute strategic business plans that ensure the development of strong business relationships. 

  • Acquire retain and grow the business and client portfolio (Fund Management)

  • Own and hit/exceed annual sales targets. 

  • Keep abreast of new regulations or policies that may affect earnings and investment portfolio. 

  • Development and execute strategic client onboarding and business expansion plans. 

  • Leverage, engage and collaborate with other financial institutions to ensure the highest possible return on investment for MBO Capital.

  • Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments. 

  • Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework. 

  • Develop and execute strategic plan to achieve sales targets and expand customer base. 

  • Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives. 

  • Effectively communicate the value proposition through proposals and presentations.

  • Develop a Portfolio of alternative fund raising/investment products for identified/target clients. 

  • Develop an awareness of current issues in portfolio management, asset, as well as domestic and international financial markets (micros and macros).

  • Understand client’s risk profile ensure propositions are within the organization’s risk threshold. 

  • Provide responsive service to clients ensuring that all queries, complaints/ problems, and transactional requests are attended to quickly and efficiently. 

  • Planning and Preparing Presentations.

  • Development of market literature and business reports for management feedback. 


COMPETENCY REQUIREMENTS 



  • Enhanced writing and communication skills 

  • Financial interpretation 

  • Interpersonal /People's skills 

  • Analytical / Problem solving skills. 

  • Knowledge and experience in customer Relationship Management 

  • Knowledge of Investment Management & Financial Advisory 

  • Strong knowledge of finance i.e., equity, debt, and portfolio management 

  • Understanding of Wealth Management tools


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