• Application Deadline:
• Position: Team Member, Retail Sales



• Job Type Full Time



• Qualification BA/BSc/HND , MBA/MSc/MA



• Experience 2 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Summary

• The ideal candidate is expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products across investments, stockbroking and estate planning, whilst providing best advice and a quality service.

Job Details

KEY RESPONSIBILITIES 

Business Development: 

• Identify new business opportunities and cross-sell financial products and services products across investments, stockbroking and estate planning. 


• Develop strategies and go to market approaches to acquire new relationships and significantly grow the funds under management through digital initiatives. 


• Collaborate with other business segments to deliver comprehensive solutions to clients. 

Client Relationship Management: 

• Build and maintain strong relationships with retail clients. 


• Ensure excellent client service delivery and quick resolution of client-related issues


• Provide personalized financial advice and solutions tailored to client needs. 


• Conduct regular portfolio reviews and performance assessments. 

Client Service Excellence: 

• Ensure the highest level of client satisfaction and loyalty.


• Address and resolve client issues and concerns promptly. 


• Monitor client feedback and implement improvements

Requirements

COMPETENCIES, SKILLS & ABILITIES 

• Sound knowledge of investment products and markets and ability to apply this knowledge 


• Experience in retail financial services and a proven track record in a Sales or target driven environment. 


• Excellent interpersonal and communication skills to effectively uncover and resolve complex customer and employee issues. 


• Excellent communication skills, common sense, and an empathetic ear 


• Relationship management skills. 


• Ability to manage multiple priorities. 


• Good appreciation and working knowledge of office productivity tools. 


• Competitive drive and achievement-oriented 


• Motivation to learn, sell, and grow


• Good computer skills 


• High degree of self-confidence

QUALIFICATION & EXPERIENCE 

• Bachelor’s degree in finance, Business Administration, Economics, or a related field. A master’s degree or relevant professional certification (e.g., CFA, CFP) is preferred. 

Experience

•  Minimum of 2 years of experience in wealth management or asset management, with a focus on retail clients. 


• Proven track record in client relationship management and business development. 

Other Requirements

• Strong knowledge of financial markets and investment products. 


• Excellent communication, negotiation, and presentation skills. 


• High ethical standards and a commitment to maintaining client confidentiality