• Application Deadline: Fri, 31 May 2024 00:00:00 GMT
• Position: Relationship Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 5 years


• Location Lagos


• Job Field Sales / Marketing / Retail / Business Development 
  

Job Description

• Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities. 


• Responsible for the end-to-end process of account opening and client onboarding.


• Manage KYC documentation for new and existing clients.


• Responsible for generating client statements periodically.


• Process client redemptions and payouts as requested.


• Deliver exceptional client experience through client appreciation and recognition initiatives.


• Ensure communication to clients meets all defined internal control standards and external regulatory requirements. 


• Implement and participate in compliance-related activities within the internal teams and other stakeholders.


• Attend product training (Roadshows) to be up-to-date with the market developments.


• Assist with generating new business with financial institutions such as PFAs, HMOs, Insurances firms, and soon.

Job Requirement

• Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.


• At least 3- 5 years of work experience in the Private Banking or Financial Services industry.


• Previous experience in a client service role in Private Banking or Financial Services.

Desired Knowledge, Skills, and Attributes:

• Focuses on the client experience


• Good understanding of the investment products and landscape globally or locally.


• Strong relationship management skills.


• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.


• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.


• Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate