[Trustees] - TM, Corporte Bonds at United Capital Plc

Job ID (TMCB001)

You will work in Corporate Bonds team and market products and services; manage client relationships, provide financial advisory services and provide customized services developed for client use.

Location: Lagos, with possibility of travel

Responsibilities include, but are not limited to:

• Solicit, develop, generate and manage full service relationships with Corporate Bonds Clients.
• Maintain client base, keeping current client plans up-to-date and engaging new clients on an ongoing basis.
• Provide expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met.
• Analyse existing and prospective client’s financial/investment profile and recommend the most suitable products to fit their needs in accordance with their risk appetite.
• Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
• Keep abreast of new regulations or policies that may affect various investment decisions/strategies.
• Inform clients of new financial products and services and changes regarding their savings and investments.

Experience/Skills/Competencies Requirements:

• Good understanding of services and trends including portfolio management, financial planning, asset management, client reporting etc
• Track record in generating sales and relationship management including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
• Good client advisory skills and good knowledge of funds management and investment processes.
• Portfolio management and statistical analysis skills.
• Excellent communication, report writing and presentation skills.
• Bachelor’s degree business management, economics, law, finance, accounting, banking or other finance related discipline from a reputable university with a minimum qualification of a second class degree is required.
• Experience: At least 1 year in a similar capacity within a Financial Services sales environment.