Investment Consultant at Revelation Properties Limited

Location: Chevron Drive, Lekki-Ajah, Lagos.
Job type: Contract

Key Responsibilities

• Lead our investors search, organize our forthcoming investment dinner, and shop for primary mortgage loans, corporate offtakers e.t.c
• Gather financial objectives and data through consultative approach to develop individual client situation perspective.
• Design centrally manufactured solution, asset allocation and investment program definition.
• Implement financial solutions and foster positive client relationship.
• Determine, support and suggest to clients on best suited services and act as client advocate.
• Build and develop positive relationship with new and current clients.
• Reply to business partners generated sales.
• Recommend to clients on investments and securities.
• Handle sales meetings daily and identify financial needs and objectives.
• Prepare coherent, precise and consistent investment paperwork.
• Manage productive management and staff relationships.
• Establish productive relationships with wholesalers to update on contemporary product design and selling techniques.
• Track activities through client relationship management system.
• Reply to supplement business development generated leads.
• Strengthen centers of influence and financial professionals’ relationships.
• Develop current and new clients through ethical sales methods, client satisfaction and service quality.

Requirements

• MBA/MSC/MA in any related field with at least 7 years’ experience in a similar position.
• Success Track Record in Investment Consulting