Business Development (Retail Sales) at ARM Hold Co.

Job Sumary

To manage retail client relationships by providing investment advice of superior quality and ensuring clients’ investment portfolios are always optimally structured to meet their investment objectives.

To ensure we grow number of retail clients by seeking referrals from existing clients and through appropriate profiling of prospects. These prospects would be derived through personal contacts etc and would be done with a strategic intent to ensure that we could add value to them.

To independently develop strategies with your supervisor (based on a thorough understanding of the asset management industry and developing trends) to grow the business and maintain the company’s leading position in the industry.

Duties and Responsibilities:

• Develop a good understanding of the businesses and services – have a strong understanding of ARM Group businesses and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
• Understand the essence of financial planning and how this is essential for client acquisition and management.
• Ensure anunderstanding of the products and services with ARM Investment Managers
• Ensure you have a good understanding of how capital markets work and a broad understanding of Nigerian Capital Market and also an interest in Global markets
• Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular 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, tax laws etc

Principal Duties and Responsibilities

• Ensure thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively match clients’ investment profile with asset allocation recommendations
• Active involvement in preparation of financial year budget and development & implementation of strategies to achieve this budget
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
• Work closely with supervisor to understand the strategic direction for the business
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
• Active involvement and participation in business development and companywide meetings/forums
• Working as a team player with other teams, departments and businesses
• Maintaining a professional outlook and conduct at all times to project a positive image for ARM
• Development of a personal scorecard for current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card

Required knowledge, skills and abilities

• Knowledge of Asset & Investment Management and the Financial Services Industry at large.
• Research skills
• Multitasking capabilities
• Analytical and problem solving skills
• Issues Management ability
• Good telephone etiquette
• Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications

Only qualified candidates residing in Port Harcourt, Rivers State are eligible to apply.