Senior Relationship Manager at Alan & Grant

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
2 years ago

Additional Details

Job ID
41612
Job Views
109

Job Description



Key Responsibilities



  • The staff is required to grow our assets under management using their wealth of experience and client base to sell the product and services of the company.

  • Manage client assets according to investment preferences and goals.

  • Meet with clients to assess asset status, needs, risks, goals and progress.

  • Prepare financial statements, business activity reports and forecasts.

  • Develop, organize and maintain client portfolios.


Requirements



  • Relevant educational qualification is BSc in any field as long as the experience is in relationship management.

  • Preferred experience is 3-5 years

  • Candidates should have worked in the Northern part of Nigeria and have client’s relationship in the financial industry.


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