Relationship Officer at Oscar Temple

Locations: Lagos and Port Harcourt, Rivers

Responsibilities

• Attract and sign on new clients
• Retain the desired segment of existing clients and managing existing relationships
• Offer advisory services to clients on their investment and keeping track of prevailing market conditions to determine best investment options
• Manage and monitor trade analysis and growth of clients’ portfolio
• Preparation of pitch book and other marketing documents for presentation to clients
• Ensure prompt response and execution of client requests
• Grow the Wealth Management business by gaining market share and increasing profitability.
• Articulate new products and services based on market intelligence to meet emerging market needs

Qualifications & Experience

• The person must be a graduate (B.Sc) from a recognized university, with 2 - 3 years' experience in related function in a financial services firm. Additional qualification and/or professional certification will be an advantage but not mandatory
• In-depth sales experience and understanding of the capital market and the financial services industry