Investment Advisor at Meristem Securities Limited

Job Overview

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

Additional Details

Job ID
74082
Job Views
126

Job Description



Job Summary



  • To generate new business ideas and devise strategies for acquiring new clients.

  • To generate income in line with the set-target of the company. Effectively manage business relationships between the company and its clients and ensure excellent service deliver.


Responsibilities



  • Generate income and meet income target in line with the set-target.

  • 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.


Skills/Knowledge



  • Excellent interpersonal and communication skills 

  • Excellent prospecting and marketing skills ▪ Good knowledge of the Capital market and its operations

  • Excellent presentation skills 

  • Must possess good selling skills 

  • Strong quantitative and analytical skills 

  • Leadership; Ability to influence others to do what is to be done.

  • Must be fair, goal oriented, responsible and aggressive 

  • Must be able to evaluate others

  • Must be charismatic

  • Proactive decision-maker

  • Ability to look beyond the obvious/routine

  • Ability to see what others cannot see

  • Ability to seek a richer set of alternatives

  • Ability to question assumptions

  • Ability to proactively measure performance.

  • Sound ethics and integrity.

  • Must have high sense of integrity, accountability and dependability

  • Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.


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