Wealth Analyst at SYOJ Consulting & Management Services

Responsibilities

• Develop Marketing and sales plans in coordination with the line manager to achieve the budgeted annual revenue’s goal.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Manage client portfolios, keeping client plans up-to-date and ability to prepare and present financial reports.
• Recommend financial products, such as stocks, bonds, mutual funds, or insurance to clients.
• Devise customized financial strategies for existing and prospective clients.
• Conduct market research to identify new business opportunities, map out business strength and customer’s need.
• Develop and test unique business strategies and concept
• Communicate new product development to existing and prospective client.
• Conduct customer satisfaction survey and develop creative strategies in retaining them and attracting new ones.
• Provide prompt feedback to customer’s inquiry
• Provide in-depth training and coaching to subordinate to enhance transfer of knowledge and creating expert network.
• Ensure compliance with all regulatory authorities’ rule and guidance.
• Recommend and liaise with top management on promotional strategy and activities.
• New process initiative.
• Other duties as may be assigned from time to time.

Requirements

• Bachelor's Degree / HND
• 2 - 4 years of work experience.
• Possess the competence to generate revenue growth of ₦1.5 billion annually in the first instance. This is subject to review from time to time in line with the budget.