Investment Advisor at Alan & Grant

Job Overview

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

Additional Details

Job ID
78703
Job Views
130

Job Description



Our client leading Asset Management/ Investment Company in Nigeria.


Key Responsibilities:



  • The staff is required to grow our asset under management using their wealth of experience and client base to sell the product and services of the company asset management.

  • Manage client assets according to investment preferences and goals.

  • Meet with clients to assess asset status, needs, risks, goals and progress.

  • Develop, organize and maintain client portfolios.

  • Responsible for defining and ensuring the organizations short-medium-and long term strategic goals are defined and achieved.

  • Prepare weekly report.

  • Prepare monthly report when due and make the presentation to the directors


Requirements



  • Preferred experience is 3 years

  • Relevant educational qualification is BSC in any field

  • Large clientele base including HNIs.

  • ​Communication and negotiation skills


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