Head, Investment Advisory at Neptune Microfinance Bank

Job Summary

• Investment Advisory is responsible for developing and managing the Bank investment portfolios and customer relationships, providing strategic investment advice and ensuring optimal returns in line with the bank’s objectives and regulatory guidelines. The role involves evaluating market trends, identifying investment opportunities and managing client portfolios.
• The Head is responsible for managing and growing the investment portfolios of high-net-worth clients, institutions, and corporate customers by providing expert investment advisory, portfolio structuring, and wealth preservation strategies.

Key Responsibilities

• Source, identify, and mobilize deposits for investment from new and existing customers.
• Market the bank’s deposit products (savings, current, fixed deposits, and investment products) to individuals, SMEs, and corporate organizations.
• Develop and execute strategies to achieve daily, weekly, and monthly deposit targets.
• Build and maintain strong relationships with customers to ensure loyalty and retention.
• Provide excellent customer service and ensure high levels of client satisfaction.
• Cross-sell other bank products and services to deposit customers.
• Monitor competitors’ activities and recommend strategies to enhance the bank’s competitiveness.
• Provide strategic investment advice and ensure optimal returns on bank portfolio.
• Ensure strict compliance with CBN and internal policies in all deposit mobilization activities.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field (Master’s degree or MBA is an added advantage).
• Minimum of 5–7 years of relevant experience in investment banking, asset management, portfolio management, or related financial services.
• Strong understanding of Nigerian financial markets.
• Proven track record of successful investment and deposit management

Skills & Competencies

• Excellent analytical and quantitative skills.
• Strong knowledge of deposit mobilization and investment strategies
• Proficiency in financial modeling
• Strong communication, negotiation, and presentation and interpersonal skills.
• Ability to work under pressure and make sound financial decisions.
• Strong marketing, networking, and relationship-building skills.
• Goal-oriented, self-motivated, and target-driven.
• High integrity and customer-centric approach.