Job Openings at Meristem Securities Limited

Job Summary

Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues, or requests are attended to within the shortest possible time or as stipulated.

Responsibilities

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.

• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.

• Keep records of all conversations and update the CRM database and other databases in a comprehensible way.

• Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.

• Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.

• Comply with timelines as detailed under the organization manual.

• Build sustainable relationships and engage current and potential clients.

• Seize opportunities to upsell Meristem products, when they arise.

• Make outbound calls to aid in bonding with clients.

• Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.

• Generate Income as earlier agreed in the attached schedules.

• Provide support for all client-related activities.

• Execute any other responsibilities as may be assigned to you by the Managing Director or the HODs

Requirements

Qualification/Education:

• Bachelor’s Degree or it's equivalent.

• A minimum university degree with a minimum grade of 2.2 - professional qualifications will be of high advantage.

Skills/Knowledge

• Communication (Listening and Verbal )

• Negotiation Ability

• Interpersonal

• Leadership

• Integrity

• Team spirit

• IT savvy

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Job Summary

Focus on customer and user acquisition, activation, retention, and upsell.

Responsibilities

Job Duties/Responsibilities:

• Design and implement a strategic business plan that expands the application’s customer base and ensures its strong presence.

• Own and drive business development activities. Partner with the marketing teams of other subsidiaries to develop and navigate seasonal trends.

• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.

• Present sales, revenue and opportunity loss reports and realistic forecasts to the management team

• Collaborate with the technical team to scope out and competently highlight product features which are key to converting leads

• Identifying and executing upsell opportunities

• Proactively identifying risk and working cross-functionally with internal teams to mitigate low usage/training issues

• Delivering product showcases, demonstrations and Q&A sessions at Industry seminars/webinars

• Identify market shifts while being fully aware of new products and competition status

Requirements

• Bachelor’s Degree or its equivalent

• Not less than 5 years in a similar role.

Skills/Knowledge

• Excellent interpersonal and communication skills

• Excellent prospecting and marketing skills

• Excellent presentation skills

• Must possess good selling skills

• Strong quantitative and analytical skills

Attributes

Leadership

• Ability to influence others to do what is to be done.

• Must be fair, goal-oriented, responsible and aggressive

• Must be able to evaluate others

• Must be charismatic

Proactive decision-maker

• Ability to look beyond the obvious/routine

• Ability to see what others cannot see

• Ability to seek a richer set of alternatives

• Ability to question assumptions

• Ability to proactively measure performance.

Sound ethics and integrity.

• Must have a high sense of integrity, accountability and dependability

• Must uphold high ethical standards i.e., know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

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Job Summary

• To generate income in line with the set target of the company • To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.

• Develop new sales/marketing strategies to attract new.

• Facilitate cluster presentations and develop apposite marketing pitch(es)

• Facilitate conversion of prospects both from cluster presentations and otherwise.

• Manage and develop a good relationship with existing clients and generate a network of referrals

• Generate market intelligence for consistent improvement of new/existing products.

• Generate weekly/monthly reports on the progress of the conversion.

• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.

• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.

•  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree or it's equivalent

 Work Experience:

• 2-4 years experience in Financial services (preferably not in banking)

• Any sales experience (other than financial services) but with a first degree in Economics

• Good Presentation skills

• Proficiency in usage of Microsoft Office tools

• Leadership skills

• Proactive decision-maker

• Self-starter

• Sound ethics and integrity.

• Flair for business development & strategic thinking

• Flair for Client Experience Management

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Job Summary

To ensure smooth documentation/record keeping and accurate uploading of stockbroking data into the stockbroking software that may be adopted by the firm.

Responsibilities

• Receives and ensure accurate opening of CSCS account opening request from account officers daily.

• Prepare all Inter-member transfer of stock account (in and out) request and keep records

• Prepare and keep record of stock detachment (in and out of special account).

• Review and print jobbing book daily for the Securities Dealers to execute.

• Keep record of all jobbing book(s) and daily trade and produce on request for reconciliation.

• Ensure collection of soft and hard copy of daily trade by dispatch officer daily.

• Ensure accurate posting of daily trade into the stockbroking in-house software.

• Ensure accurate uploading of corporate actions by listed companies into the in-house stockbroking software.

• Timely payment of all equity transaction fees to regulators.

• Keeps record of all departmental correspondence with regulatory institutions such as SEC NSE, CSCS ASHON FIRS etc.

Requirements

• Bachelor’s Degree or it's equivalent.

• A good first degree with strong numerate background. Minimum of 3 year work experience as an Operation Officer in reputable financial institution and good understanding of the operations of Nigerian capital market. 

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Job Summary

To set-up and run a profitable fixed income trading unit that generates income on both proprietary and client portfolios.

Responsibilities

• Trade on proprietary and client-directed mandate to generate an alpha return.

• Create fixed-income investment products to which clients can subscribe.

• Manage multi-currency fixed-income portfolio in accordance with the mandate.

• Be abreast of macroeconomic information and market news.

• Daily and periodic reporting on the investment positions and outlook.

• Build and maintain value-adding relationships within the industry.

• Perform other duties as may be assigned by the supervisor.

Requirements

• Bachelor’s Degree or its equivalent

• A good first degree in Accounting, Finance, Economics or a related field

• 3 to 6 years of experience

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Job Summary

Ensure that Clients’ real estate needs are met Create strategic developments that meet market needs and translate into profit for the company.

Responsibilities

STRATEGIC:

• Source for Real Estate opportunities for Corporate Investment

• Prepare detailed decision aiding investment cases for each real estate investment opportunity

• Effective management of existing/ongoing projects towards income generation

• Ensure Real Estate Target for the period is met

• Effective proactive coordination of third parties

• Preparation of the Real Estate Budget for the year

OPERATIONAL:

• Technical Analysis for Real Estate Clients

• Valuation, Modelling and Report Writing for Real Estate Unit

• Drive the sales/lease of properties under management by preparing marketing pitches relevant to the target market.

• Oversee Clients Investment under management and prepare comprehensive monthly reports on clients’ Real Estate Portfolio

Any other assignment as may be assigned by your supervisor

Requirements

Qualification/Education:

• BSc in Real Estate, Economics, Accounting, Finance or other relevant disciplines.

• An MSc. In Real Estate Management, Finance, and Operations Research will be an added advantage.

Work Experience:

• Minimum of 2 years’ experience in a similar position.

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Job Summary

Ensure that Clients’ real estate needs are met Create strategic developments that meet market needs and translate into profit for the company.

Responsibilities

STRATEGIC:

• Source for Real Estate opportunities for Corporate Investment

• Prepare detailed decision aiding investment cases for each real estate investment opportunity

• Effective management of existing/ongoing projects towards income generation

• Ensure Real Estate Target for the period is met

• Effective proactive coordination of third parties

• Preparation of the Real Estate Budget for the year

OPERATIONAL:

• Technical Analysis for Real Estate Clients

• Valuation, Modelling and Report Writing for Real Estate Unit

• Drive the sales/lease of properties under management by preparing marketing pitches relevant to the target market.

• Oversee Clients Investment under management and prepare comprehensive monthly reports on clients’ Real Estate Portfolio

Any other assignment as may be assigned by your supervisor

Requirements

Qualification/Education:

• BSc in Real Estate, Economics, Accounting, Finance or other relevant disciplines.

• An MSc. In Real Estate Management, Finance, and Operations Research will be an added advantage.

Work Experience:

• Minimum of 2 years’ experience in a similar position.

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Job Summary

To ensure effective & efficient deal origination, structuring, execution and closure.

Responsibilities

Job Duties/Responsibilities:

• Company and Sector Analysis to create deal flows- deal origination.

• Preparation of proposals to drive deal origination process

• Business analysis/ financial modelling to develop innovative financing options and effective deal structuring

  • Use financial modelling to predict outcomes

  • Negotiating and structuring financial deals

  • Assess and predict financial risks and returns

• Effective liaison with the Research Unit for technical analysis and deal recognition.

• Unsolicited financial advisory: Identify companies and render advisory services to companies based on in-depth knowledge & understanding of industry developments.

• Distribution network: Maintain an effective network of deal takers- PE firms, development banks, private investors, and institutional investors for effective distribution of mandates-originated and structured deals.

• Effective and efficient follow up/ follow through on mandates originated to ensure adequate follow through and profitable/effective deal closure.

• Relationship Management & Customer Service: 

  • Client relationship management: maintain an effective flow of communication with existing and new clients

  • Maintain/ manage an adequate flow of information between client companies and potential investors throughout the deal negotiation stage to ensure the effective closure of ongoing transactions.

  • Ensure clients’ records and transactions are handled with utmost confidentiality before, during and after deal execution.

  • Ensure effective record-keeping of all details relating to transactions handled on behalf of clients for the statutory period or as dictated in the unit’s manual of operations whichever is longer.

• Provide technical support to the business development desk to spot and secure target mandates

  • Contribute to competitive bids, proposals and formal presentations

• Ensure cost efficiency and timeliness in the execution of mandates handled by the unit and provide summary reports on all mandates executed upon completion for review by the unit.

• Ability to handle all aspects of transaction execution including transaction packaging, analysis and preparation of offer memorandum, valuation and pricing, project evaluations, liaison with transaction parties and regulators, etc.

• Networking: Ensure effective networking across the industry value chain to aid effective deal origination, structuring and financing

• Transaction tracking: Ensure adequate tracking of transactions across the industry for effective participation and traction.

• Any other responsibility assigned by the Team Lead

Requirements

QUALIFICATION/EDUCATION:

• Bachelor’s degree or its equivalent

• Relevant Professional Qualifications (such as CFA, ACCS, CIS, AFM, etc.) will be an added advantage

WORK EXPERIENCE:

• 1-2 years experience in a Financial Advisory capacity with hands-on participation/experience in Financial Modelling, Deal packaging, and transaction structuring - (Analyst)

• At least 2-3 years experience in the financial services sector out of which 1-2 years must have been spent in a Capital Markets Advisory capacity - (Senior Analyst)

• At least 4-5 years experience in the financial services sector out of which 3 years must have been spent in a Capital Markets Advisory capacity - (Associate)

SKILLS & COMPETENCIES:

Skills/Knowledge

• Good technical analytical skills

• Strong finance modelling skills

• Good project/business evaluation skills

• Excellent decision-making skills

• Strong negotiation skills

• Excellent initiative & problem-solving skills

• Proactive and highly motivated; able to follow through

• Excellent Team spirit

• Excellent coordination skills

• Strong IT skills- strong proficiency in Excel, PowerPoint and Word

• Strong numeric skills

• Multitasking capabilities

Attributes

• Leadership

  • Must possess good listening skills

  • Must be goal-orientated, responsible and skilled

  • Must possess excellent coordinating skills

  • Excellent Supervisory Skills

  • Ability to teach and impact others

• Proactive decision-maker

  • Ability to forecast the market

  • Ability to pay attention to details

  •  Ability to question assumptions

  •  Ability to seek a richer set of alternatives

  •  Ability to proactively measure performance.

• Self-starter

  • Must be an energetic person with unusual initiative

  • Must be resilient

  • Must be proactive and result-oriented

  • Ability to work with minimal supervision

  • Ability to work within stringent timelines

• Sound ethics and integrity.

  • Must be discernibly honest and of consistently upright character

  • Must be ethical i.e. must follow the ideals and responsibilities of the investment banking industry as set out in the code of ethics guiding operations and operators in the industry.

  • Capacity to maintain the confidentiality of sensitive information