• Application Deadline: Tue, 13 Aug 2024 00:00:00 GMT
• Position: Sales Legion


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 2 - 10 years


• Location Lagos


• Job Field Sales / Marketing / Retail / Business Development 
  

Job Summary

• To generate income in line with the set target of the company


• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Job Details

• Engaging clients to determine their expenses, income, financial objectives, risk tolerance and other information needed to develop a financial plan.


• Being responsive to client inquiries about what the financial markets updates are to make financial plans, strategies and to proffer financial advice.


• Advising on financial strategies for Affluent, High Net-worth Individuals and Institutions clients by providing customized recommendation to help them meet their investment goals and other areas to help them reach financial objectives.


• Proffering investment products to help client meet their investment goals.


• Reviewing client accounts and plans on a regular basis to understand if economic changes, situational concerns, or financial performance necessitate changes in their financial plan.


• Preparing and interpreting the financial document summaries, investment performance reports and income projections for clients on a regular basis.


• Managing and updating client portfolios by contacting them regularly to discover changes in their financial status.


• Building and maintaining client base through attending seminars, deliberately being a part of their live endeavours.


• Generate market intelligence for consistent improvement of new/existing products.


• Generate weekly/monthly reports on the progress of the conversion.


• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.


• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.


• Any other assignment as may be assigned by your supervisor

Requirements

• 2-10 years’ sales experience in financial services.


• Bachelor’s degree


• Good Presentation skills


• Proficiency in the usage of Microsoft Office tools


• Leadership skills


• Proactive decision-maker


• Self-starter


• Sound ethics and integrity.


• Flair for business development & strategic thinking


• Flair for Client Experience Management