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.