Investment Advisor at Alan & Grant

Job Overview

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

Additional Details

Job ID
59732
Job Views
102

Job Description



The client is a capital market conglomerate that provides a plethora of distinct financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship and investment banking. The preferred candidate duties and responsibilities will include:


 



  • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period

  • Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.

  • Follow up on clients’ mandates to ensure they are promptly executed and error free

  • Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.

  • Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.

  • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period


Requirements



  • A good first degree in any discipline from a reputable Higher Institution

  • Professional qualification e.g. ACA, ACCA, CIS may be an added advantage

  • 3-6 years experience in a similar role

  • Excellent interpersonal and communication skills

  • Good knowledge of the Capital market, Stock broking and its operations

  • Strong quantitative and analytical skills

  • Ability to influence others to do what is to be done

  • Must have a high sense of integrity, accountability and dependability


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