Company Description
A leading secure investments management firm in Nigeria, with thousands of institutional and retail clients, spread across several industries.
The Company is a multi-asset manager, duly licensed by the Securities and Exchange Commission (“SEC”) to provide portfolio and fund management services.
Job Description
Department: Wealth Management & Client Service
Reporting Line: Managing Director
Job Summary:
The primary objective of this role is a comprehensive strategy that takes into account all aspects of the client’s finances. to meet the company’s financial target and manage the relationship with clients. Offers financial advice to high net-worth clients. Conduct financial planning and assist in preserving and generating wealth.
Responsible for overseeing all client-related issues, developing strategies for improving customer services, training the client service team, authorizing refunds on products, maintaining business relationships with existing clients, and bringing new clients on board.
Key Responsibilities:
Wealth Management
- Advising clients on financial products and services
- Buying and selling stock on behalf of the client.
- Managing Investment and Assets.
- Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
- Implement financial recommendations and assist with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with clients financial plan.
- Monitor financial market trends to ensure that client’s plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with client to learn about their financial goals, risk tolerance and current assest allocation
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
- Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
- Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
- Conduct macro and fixed income research to support investment strategy.
- Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
- Collaborate with other units on various initiatives to achieve the overall corporate objective
- Optimize the use of technological tools to improve investment management process and operational efficiency
- Preparation of portfolio strategy for group assets under management.
- Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
- Supervision of the operation’s team to ensure effective cash management and
- Settlement of all trade transactions executed.
- Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
- Conduct macro and fixed income research to support investment strategy.
- Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
- Collaborate with other units on various initiatives to achieve the overall corporate objective
- Optimize the use of technological tools to improve investment management process and operational efficiency
Client Service
- Develop and oversee the effective communication platforms for clients and staff.
- Setting clear mission and deploying strategies focused on that mission.
- Measure and monitor client satisfaction.
- Liaise with different departments about client queries.
- Offer advice to clients on services and products.
- Develop surveys and capture client information.
- Participate in marketing campaigns.
- Develop service procedures, policies and standards.
- Oversee a team of client service and ensure they are providing an exceptional client experience.
- Develop and oversee the implementation of client service protocols.
- Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement.
- Keep ahead of industry’s developments and apply best practices to areas of improvement.
- Control resources and utilize assets to achieve qualitative and quantitative targets.
- Ensure there is an orderly workflow according to priorities
Specific Targets:
- Achieve 80% Sales Target
- Achieve new business initiatives.
- Grow client base by 100%
- 100% error free and accuracy in client data
Qualifications
Qualifications and Competencies:
- Bachelor’s Degree in Business Related Field
- Master’s Degree will be an added advantage
- Professional qualification/membership from a reputable institution
- Knowledge of Asset Management
- Minimum of 5 years’ Marketing experience
- Minimum of 4 years in a managerial position
- Stakeholder Management.
- Team building.
- Verbal Communication.
- Conflict resolution.
- Emotional Intelligence
Additional Information
Key Skills and Abilities:
- Strong writing, presentation and communication skills
- Strong relationship Management
- Good negotiation skills
- Ability to think strategically and to lead the team
- Ability to influence and persuade clients
- Good time management and organizational ability
- Ability to multitask and meet constant deadlines
- Oral Communication with internal and external stakeholders
- Building cordial relationships with internal and external stakeholders
- Analytical thinking and skills
- High service orientation
- Knowledge of the job and the industry
- Proficiency in Microsoft office
- Attentiveness to details
- Operational Perspective
- Business support Acumen
- Networking
- Effective documentation
- Willingness to work long hours, when necessary
Gmail
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