• Application Deadline:
• Position: Head, HNI


• Job Type Full Time


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


• Experience 5 years


• Location Lagos


• Job Field Customer Care  , Finance / Accounting / Audit 
  

Job Summary

• The primary objective of this role is a comprehensive strategy that considers all aspects of the client’s finances to meet the company’s financial target and manage relationships with clients.


• Offers financial advice to corporate/institutional clients.

Key Responsibilities

• Advising clients on financial products and services


• Managing Investment and Assets.


• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.


• Implement financial recommendations and assist with plan implementation.


• Contact clients periodically to determine any changes in their financial status.


• Investigate available investment opportunities to determine compatibility with client’s financial plan.


• Monitor financial market trends to ensure that client’s plans are responsive.


• Devise debt liquidation plans that include payoff priorities and timelines.


• Analyze Financial information with clients to learn about their financial goals, risk tolerance and current assets allocation.


• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.


• Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.


• Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.


• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.


• Conduct macro and fixed income research to support investment strategy.


• Utilize tactical negotiation skills to improve funding costs of the fixed income portfolio and other funds under management.


• Collaborate with other units on various initiatives to achieve the overall corporate objective


• Optimize the use of technological tools to improve investment management process and operational efficiency


• Preparation of portfolio strategy for group assets under management.


• Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.

Requirements

• Bachelor's Degree in Business, Accounting, or related fields


• Master's Degree will be an added advantage


• Professional qualification / membership from a reputable institution


• Minimum of 5 years Wealth Management experience


• Minimum of 3 years in a managerial position


• Must be knowledgeable in the field and have understanding on what goes on in the market space and the sector as a whole


• Must work in the Assets Management Industry


• Strong writing and communication skills


• Strong relationship Management


• Good presentation skills


• Ability to think strategically and to lead the team


• Ability to influence and persuade clients


• Good time management and organizational ability


• Ability to multitask and meet constant deadlines Oral Communication with internal and external stakeholders


• Building cordial relationship with internal and external stakeholders


• High service orientation


• Knowledge of the job and the industry


• Proficiency in Microsoft office


• Attentiveness to details


• Operational Perspective


• Business support Acumen


• Networking


• Willingness to work long hours, when necessary.