Job Description
Job Summary
- We are seeking an experienced Relationship Officer to join our Private and Personal Business team.
- The successful candidate will be responsible for delivering on assigned sales budgets, increasing Assets Under Management (AuM), and developing customized investment portfolios for clients.
Key Responsibilities
- Deliver on assigned Asset Management sales budgets (weekly, monthly, quarterly, and annual)
- Set, monitor, and report on assigned Sales Team Performances
- Deploy strategies to increase AuM and Liability Targets
- Identify and onboard potential clients, propose new business ideas, and explore new business opportunities
- Initiate customer retention strategies and behavioral patterns
- Develop and manage customized investment portfolios and discretionary funds for institutions and corporations
- Analyze financial statements to establish viability of investment proposals
- Offer investment advisory services and deliver investment solutions to clients.
Key Performance Indicators (KPIs) & Deliverables:
- Achieve financial target of N1 billion (100% appraisal)
- Meet sales target vs achievement (value-based)
- Achieve resumption target of at least 50% within three months of resumption
Requirements
- Minimum of a Bachelor's Degree in Marketing and Business Development-related discipline
- Minimum of 5 years' relevant experience in banking/asset management
- Strong knowledge of the asset management business, alternative and structured investments, and retail/institutional sales
- Analytical, numerical, and planning skills
- Excellent communication, leadership, and networking skills.