Investment Advisor at MacTay Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
12189
Job Views
109

Job Description



Industry: Financial Services


Objectives:



  • To generate new business ideas and devise strategies for acquiring new clients.

  • To generate income in line with the set-target of the company.

  • Effectively manage business relationships between the company and its clients and ensure excellent service delivery


Job responsibilities:



  • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.

  • Aggressive marketing of the company’s products and services.

  • Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.

  • Follow up on clients’ mandates to ensure they are promptly executed and error free.

  • Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.


Job requirements:



  • Bachelor’s Degree in any discipline.

  • Experience with a similar position in the banking sector/financial services sector

  • Professional qualification will be an added advantage.


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