• Application Deadline:
• Position: Relationship Manager, Sales and Trading



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 3 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Summary

• We are looking to hire a dynamic, client-oriented professional to lead the management and growth of relationships with our retail, high-net-worth, institutional clients, and strategic partners. The ideal candidate should possess a strong grasp of capital market instruments—particularly equities and fixed income securities—and demonstrate exceptional interpersonal and business development skills essential for driving client satisfaction and long-term engagement.

Job Details

Client Relationship Management: 

• Act as the primary liaison for both existing and potential clients, ensuring a seamless and professional experience.


• Provide expert guidance to support and enhance the effectiveness of the external sales team.


• Assess clients’ investment goals and deliver customized solutions aligned with current market offerings.


• Equip clients and partners with knowledge on trading platforms, available investment products, and evolving market trends.


• Facilitate internal and external team training to strengthen their ability to identify and convert market opportunities.


• Lead client onboarding processes while driving engagement, retention, and satisfaction through consistent follow-ups and performance updates.


• Proactively monitor client portfolios and promptly address inquiries or issues to maintain strong client trust and loyalty.

Partner & Institutional Relationship Management

• Serve as Sales Trader to institutional clients and partners


• Develop and maintain relationships with institutional clients, investment firms, and key partners.


• Coordinate partnership initiatives to enhance product visibility and distribution.


• Facilitate collaboration with banks, fintechs, wealth managers, and other internal and external stakeholders.


• Represent the firm in industry events, meetings, and networking engagements.

Business Development & Strategy: 

• Identify new business opportunities and drive initiatives to expand market share.


• Work closely with the research and trading teams to align product offerings with market demand.


• Contribute to marketing strategies and campaigns targeting specific client segments.


• Track relationship KPIs, prepare periodic reports, and provide insights to management and the Board of Directors.

Product Expertise & Knowledge Sharing

• Serve as a subject matter expert (specialist)on the firm’s products and services.


• Lead internal training sessions, cross-functional knowledge-sharing initiatives, and external webinars when required.

Compliance and Ethics:

• Consistently adhere to the company’s standard operating procedures and internal controls.


• Maintain accurate records and ensure proper documentation and reporting of all transactions and client onboarding activities.


• Uphold internal policies related to client relationship management and maintain the highest standards of professional conduct.


• Ensure full compliance with the regulatory requirements of SEC, NGX, FMDQ, and other relevant authorities.


• Stay informed on updates to regulatory guidelines governing client and partner interactions.


• Work collaboratively to ensure that all client-facing communications, including marketing and research materials, comply with applicable laws and industry standards.

Cross-Functional Collaboration: 

• Foster seamless collaboration with customer experience (call centre and front office),


• Collaborate with research for market intelligence and specialised reports as requested by clients or partners


• Work closely with compliance, operations teams ensuring adequate reporting and smooth operations to better client experience in line with regulation


• Synergize with Data, marketing, and group business development teams on delivering sales targets and improving marketing and sales.


• Collaboration outcomes should be clearly defined, measurable, and periodically reported to management.

Requirements

Qualifications & Experience:

• Bachelor’s degree in business administration, finance, social sciences, mathematics, or any related field.


• Minimum of 3 years' experience in relationship management within capital markets.


• CIS is an added advantage.


• Strong understanding of NGX and SEC policies


• Strong knowledge of Nigerian capital markets, including equities and fixed income instruments.


• Excellent communication, negotiation, and interpersonal skills.


• Experience working with Order Management Systems (OMS), CRM systems and other trading platforms.