Relationship Officer - Private and Personal Business at Trovest Capital Partners

Job Overview

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

Additional Details

Job ID
122441
Job Views
30

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.



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