• Application Deadline: Mon, 30 Jan 2023 00:00:00 GMT
• Position: Investment Advisor Team Lead


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 5 years


• Location Abuja


• Job Field Customer Care 
  

Job Summary

• In furtherance to our objective of repositioning the company for growth and profitability, and to meet the strategic objectives of our vision, we are now seeking for a self-managed, strong business Acumen professional of high integrity to meet the challenges inherent in the position of Investment Advisor Team Lead.

Responsibilities

• Fund mobilization and/or Liability Generation


• Analyze financial information


• Cultivate client relationships


• Develop Wealth Marketing and Sales strategies


• Manage Assets and client portfolios


• Compliance and Risk Aversion The ideal candidate will also have the following personal and professional characteristics:


• High energy and engaging, with a good sense of humour especially with client relations


• Comfort in a fast-paced, evolving and self-directed working environment


• Independent work style, and a high level of comfort with cross-functional teams


• Ability to effectively and efficiently prioritize among competing demands


• Deep interest in educating, training and mentoring junior staff of the firm Humility and a deep interest in continuous learning


• Ability to integrate into small, closely-knit team that strives to work together and support the development of all its members..

Background Requirements and Qualifications

• Degree in Finance, Economics, Management or any related field


• At least 5 years’ experience in Real estate, financial services or similar filed


• Track record of business development and relationship management, including individual and institutional relationships and networks


• Must be analytical Able to understand complex information


• Strong numerical skills

Competencies:

• Knowledge of investments – candidate must have significant knowledge of investment along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term


• Analytical thinking – it’s essential for the candidate to be critical thinker who can conduct research and formulate action steps based on hard data attract the right clients


• Communication skills – Candidate must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations


• Relationship management – since investment advisor ideally work with clients, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behaviour, a willingness to listen, and consistent performance


• Adaptability and Perseverance– candidate must be able to adapt the environment and any challenging situation.