Team Member, High Value Client Management at ARM Hold Co.

Job Summary

• To manage and maintain relationships with high value clients by providing excellent service delivery, investment and retirement planning advice, innovative thinking, database management, while building a deeper knowledge of the HVCs.
• This will be geared towards increasing our share of clients’ wallet and building a large referral network.

Principal Duties and Responsibilities

• Deepen relationships with high value clients based on their peculiar segments and behavioral patterns.
• Proactively develop client relationships, anticipate, and provide solutions to client needs and give high priority to client satisfaction, with responsibility for meeting or exceeding agreed performance targets and objectives, particularly those relating to net new money, and income generation.
• Accurately assess the risk profile, suitability, and appropriateness of clients when marketing Pension products and services by maintaining an accurate and up to date call report, KYC database
• Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes
• Develop behavioral analytics metrics and tools to monitor and predict client patterns to aid decision making.

Education Qualification

• Minimum - B.A., B.Sc, B.Sc(ED), B.Tech, HND, M.Sc, MBA