• Application Deadline: Fri, 10 Nov 2023 00:00:00 GMT
• Position: Investment Advisor


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 2 years


• Location Lagos


• City Ikoyi


• Job Field Finance / Accounting / Audit 
  

Our client is a registered portfolio/funds management company dedicated solely to managing assets for carefully selected investors that crave high quality, specialized and personalized niche products and services in the areas of portfolio/funds management, arbitrage and financial intermediation, financial/investment advisory, and corporate finance services

Job Responsibilities

• Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.


• Keep abreast with developments in global markets, investment products and opportunities.


• Liaise with research / advisory / product teams / business divisions for identifying opportunities to cater to clients’ requirements.


• Share with the client or prospective client’s views on various asset classes; and explain the rationale.


• Competition mapping and augmenting new product development.


• Showcase investment products to clients, explain key risks and other features of products in which the client wishes to invest and update the client on the same post sales;


• Assist the client in aligning investments as per needs and risk appetite in line with dynamic asset allocation.


• Customize wealth management and investment management plans to meet your clients’ individual needs

Educational Qualifications:

• B.sc/HND in Economics, Finance, Statistics, or related field.


• A minimum of 2 years work experience in the financial services industry ( asset, funds & equity)


• Excellent oral and report-writing skills for effective communication


• Attention to detail and organizational skills.


• Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data.


• High level of passion, integrity, creativity, inquisitiveness, and self-confidence.