• Application Deadline:
• Position: Investment Specialist



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 3 years



• Location Lagos




• Job Field Banking 
  
  

Job Summary

The Investment Specialist is responsible for achieving a quarterly investment target assigned through targeted acquisition and engagement of retail investors. This role focuses on driving growth by onboarding new clients, building strong relationships, and delivering value-driven investment solutions. The ideal candidate will possess a results-oriented mindset, excellent communication skills, and a strong understanding of investment products to achieve and exceed targets.

Job Details

Target Achievement:

• Drive investment growth by achieving a quarterly target.


• Develop and implement strategies to acquire retail investors and expand the customer base.


• Monitor and evaluate individual performance to ensure alignment with team and organizational goals.

Customer Acquisition & Onboarding:

• Identify and onboard retail investors through various channels, including direct outreach, referrals, and partnerships.


• Educate prospective investors on available investment products and guide them through the onboarding process.


• Ensure seamless customer experience, from onboarding to investment initiation.

Relationship Management:

• Build and maintain strong relationships with retail investors to drive retention and repeat investments.


• Provide ongoing support to clients, addressing their inquiries and offering tailored investment solutions.


• Leverage customer feedback to enhance investment offerings and processes.

Market Development:

• Collaborate with the marketing team to design and execute campaigns targeting retail investors.


• Actively identify market opportunities and trends to optimize customer acquisition strategies.

Performance Monitoring & Reporting:

• Track and report key metrics, including funds mobilized, customer acquisition rates, and portfolio growth.


• Provide regular updates to the Investment Lead on progress toward targets and key insights.

Requirements

• Bachelor’s degree in finance, Economics, Marketing, or a related field.


• 3+ years of experience in financial services, investment sales, or customer relationship management.


• Proven ability to achieve financial targets and build a strong investor network.


• Strong interpersonal, communication, and presentation skills.


• Knowledge of investment products and services, with a focus on retail markets.


• Results-driven with the ability to work independently and as part of a team.