Relationship Manager at Alan & Grant

Job Overview

Location
Lagos, FCT
Job Type
Full Time
Date Posted
2 days ago

Additional Details

Job ID
113315
Job Views
24

Job Description






Key Responsibilities




  • The staff is required to grow our assets under management using their wealth of experience and client base to sell the product and services of the company.

  • Manage client assets according to investment preferences and goals.

  • Meet with clients to assess asset status, needs, risks, goals and progress.

  • Prepare financial statements, business activity reports and forecasts.

  • Develop, organize and maintain client portfolios



Requirements




  • Minimum of Bachelor’s degree in Finance, Accounting or related field

  • ​Minimum of First degree or its equivalent.

  • Relevant professional qualifications. A relevant Master’s degree/ MBA is an added advantage.

  • Minimum of 3-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector.

  • Good understanding of treasury and private banking products/services.

  • Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.

  • Strong marketing, relationship management and networking skills.

  • Strong communication and presentation skills.



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