Relationship Manager, HNI at Alan & Grant

Job Overview

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

Additional Details

Job ID
111874
Job Views
60

Job Description






Key Responsibilities




  • Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate.

  • Understand the essence of financial planning and how this is essential for client acquisition and management.

  • Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to us business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc.

  • Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.

  • Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations.

  • Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget

  • Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time

  • Work closely with supervisor to understand the strategic direction for the business

  • Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients

  • Any duties or responsibility that may be assigned by your team lead or other senior members of staff

  • Quarterly review of clients’ portfolios with the respective clients to ensure that investment objectives are being achieved



Requirements




  • B.Sc in Banking and Finance, Accounting, Business Administration or related field.

  • 3-5 years experience in a similar role

  • Excellent verbal and written communication skills

  • Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications

  • Knowledge of Asset & Investment Management and the Financial Services Industry at large

  • Knowledge of economy, capital markets and global markets



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