• Application Deadline: Sat, 8 Oct 2022 00:00:00 GMT
• Position: Quality Assurance Portfolio Supervisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 5 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Job Summary

• The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationship.

Duties & Responsibilities

• Work closely with relationship officers to manage client investment accounts.


• Work with sales team to properly profile clients


• Create reports on investment performance and activity


• Communicate with clients about their accounts, market conditions and economic trends


• Commensurate acceptable levels of risk based on client instructions


• Handle financial products as required


• Work together with investment research teams to identify investment opportunities


• Supervise relationship officers and report on their performance


• Report on client retention and acquisition


• Conduct periodic market research on competitor space


• Serve as admin for leads and client management software


• Portfolio management and report

Qualifications / Requirement

• Bachelor's Degree in Business, Finance, Investment or a related field preferred


• A minimum of three to five years of relevant experience


• Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.


• Strong understanding of investment strategies and risk management

Job Knowledge:

• Analytical proficiency


• Ability to use CRM tools


• Advance use of Microsoft tools (Word, Excel, PowerPoint etc.)


• Strong analytical and problem-solving skills

Skills / Competencies:

• Excellent verbal and written communication skills


• High interest in and enthusiastic about economic and financial market trends.


• Exceptional customer service with a client focus


• Flexible to travel to meet clients as required


• Able to sit in front of the computer for long hours at a time.