Job Opportunities at Alan & Grant

Industry: Financial Services

Job Summary

• The candidate will be in charge of brand management, digital marketing, events management, product marketing, corporate social responsibility, media relations, customer service and internal and external communication.

Roles & Responsibilities

• Responsible for product launch and marketing, which entails overseeing the entire product life cycle from strategic planning to execution.
• Management of all print, direct or indirect mail and social media campaigns, including format, design, production, data and distribution in accordance with the organization’s approved Brand Guide.
• Develop and effectively implement an annual company-wide marketing plan and content generation framework in conjunction with the sales teams and other relevant units.
• Regularly conduct market research in order to identify market requirements for the organization’s current and future products and services.
• Responsible for event management and public relations.
• Responsible for social media marketing, email marketing, mobile marketing and dissemination of information and promotional materials.
• Responding to customers' queries and comments on any of our social media platforms.
• Identifying and building long-term relationships with target audiences.
• Implementing the Organization’s CSR strategy.
• Ownership of the Organization’s Brand Identity and ensuring consistency across all communication channels.
• Deliver all marketing activity within the agreed budget and timelines.
• Implement new ideas and methods and continue to seek ways of improving contribution to the organization’s goals and enhancing the reputation of the company.
• Efficiently and effectively oversee the activities of the marketing communications and Customer Service department.

Requirements

• A Bachelor's degree in any discipline.
• A minimum of 5 years’ experience in same or similar role.
• Strong Digital Marketing Skills: Email, Mobile, Google and Social Media
• Ability to work on multiple projects and manage time effectively.
• Strong Copywriting Skills.
• Highly collaborative and thrives well in a fast-paced work environment.
• Excellent communication (oral and written) skills.
• Good Analytical skills.
• Ability to work under pressure and take initiative.
• Expected to display an appreciable measure of emotional intelligence.
• Customer Focused and Oriented.
• Results Driven.
• Problem Solver and Solutions Oriented.
• High level of agility and adaptability.
• Financial Services Experience is an added advantage.

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Industry: Financial Services

Job Summary

• The role of an Institutional Wealth Advisor is to provide an exceptional client experience while serving as the primary relationship owner for existing and converting Institutional Business for the Institutional Wealth Management Team.
• As an Advisor, your clients will consist of Corporates (Large, Medium & Small), Institutions (Public & Private) for new business opportunities.
• You would be required to prospect, acquire, and maintain Corporates (Large, Medium & Small), Institutions (Public & Private) i.e. investors with NGN 50million + in liquid assets for investment - in a compliant manner.

Duties and Responsibilities

• Serve as primary point of client contact, ensuring quality and timeliness of client service delivery.
• Accountable for client satisfaction and retention.
• Responsible for and/or assist with new client acquisition and development; managing existing relationships and building an external and internal network of contacts to derive new clients.
• Prepare for and attend client review meetings (i.e., board, committee, employee education, etc.).
• Manage client profitability and develop a profitable book of business by designing and implementing various strategies based on client needs/goals.
• Review, analyse and restructure client portfolios on an ongoing basis to facilitate compliance with the model portfolio in the context of the assessed clients’ needs and risk tolerances.
• Analyse investment portfolios to determine prudent asset re-allocation opportunities in order to generate additional yield with manageable risk exposure based on client profile.
• Keep abreast of new regulations or policies that may affect earnings and the investment portfolio.
• Contribute to the revenue generation and profitability of the company.
• Ad-hoc assignments as distributed periodically.

Requirements
Required Competencies and Qualification:

• Minimum of a Bachelor’s degree
• Relevant professional certifications will be an added advantage
• Minimum of 5 years banking, relationship management, investment management and business development experience.  
• For non-banking professionals, minimum 5 years’ experience in Asset Management sales, Wealth Management, Marketing, or Business consultancy 
• Appropriate professional qualification issued by an approved body. (or actively studying towards such qualification) 
• Strategic thinking
• Comprehensive knowledge of domestic and international banking products / services and procedures, treasury structures, equity markets, mutual funds, fiduciary services and other personal investment services
• Motivating and monitoring for performance
• Ability to formulate and manage a successful prospecting leads program in order to meet and exceed quarterly and annual targets.
• Exceptional ability to confidently discuss financial matters with a diverse base of potential / existing clients. 
• Proven ability to acquire new business. 
• An innovative and productive approach to business development.
• Articulate and well organized with a highly developed sense of priorities.
• Persuasive and credible among clients and colleagues. 
• Adaptable, flexible, and able to thrive on challenges whilst handling a multitude of tasks and responsibilities.
• Self-motivated with drive, energy and initiative. 
• Integrity, honesty and total commitment to the requirement to maintain client confidentiality.
• Demonstrable interest in local and international finance, economics and politics
• A team player, who is willing and able to assist the team in meeting and exceeding its objectives.

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Industry: Financial Services

Job Summary

• The Private Wealth Advisor works on/with a team of wealth management advisors.
• Team members in the role are responsible for the management of a portfolio of high net-worth clients and the development of new Private Wealth Management relationships.
• Recognizing the importance of every client interaction, team members work to consistently deliver a client experience that demonstrates they are proactively thinking to understand their clients' needs and offer solutions to meet or exceed their clients' priorities.

Duties and Responsibilities

• Primarily responsible for the efficient management and development of a portfolio of high net-worth relationships.
• Develops and manages complex, full service, integrated relationships for Private Wealth Management, including overseeing loan portfolios and financing initiatives.
• Develops sustainable, long-term solutions to fulfill the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate; assists in providing advice and counsel, as relevant, in areas of banking and lending services, personal trust and estate services, investment management, insurance services, and retirement planning.
• Delivers a holistic Wealth Management experience by specifically identifying and addressing the client's priorities and appropriately engaging the subject matter experts in private Wealth Management.
• Typically focuses majority of time on core investment, wealth management, banking and lending activities (administrative, regulatory, transactional) while delivering a client experience that demonstrates understanding of the client's needs and proactive thinking about wealth management issues, opportunities and solutions.
• Helps educate clients with the knowledge required to make sound decisions around their goals and objectives.
• Follows a structured process for delivering a distinguished client experience by conducting regular Relationship Assessment Reviews (current state of client's priorities, client loyalty, and proactive strategies and solutions development).
• Actively and positively participates in Private Wealth Management team interactions, partnering with the team's subject matter experts on behalf of the client.
• Analyzes financial and credit needs of the customer and provides recommendations of appropriate company solutions.
• Stays actively involved in the community, networking to identify and capitalize on new business development opportunities.
• Aspires to highest regulatory ratings; meets all compliance requirements.
• May orient, train and review the work of less experienced relationship managers.
• Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
• Review, analyse and restructure client portfolios on an ongoing basis to facilitate compliance with the model portfolio in the context of the assessed clients’ needs and risk tolerances.
• Analyse investment portfolios to determine prudent asset re-allocation opportunities in order to generate additional yield with manageable risk exposure based on client profile.
• Keep abreast of new regulations or policies that may affect earnings and the investment portfolio.
• Contribute to the revenue generation and profitability of the company.
• Ad-hoc assignments as distributed periodically.

Requirements
Required Competencies and Qualification:

• Minimum of a Bachelor's degree
• Relevant professional certifications will be an added advantage
• Minimum of 5 years banking, relationship management, investment management and business development experience.  
• For non-banking professionals, minimum 5 years’ experience in Asset Management sales, Wealth Management, Marketing, or Business consultancy 
• Appropriate professional qualification issued by an approved body. (or actively studying towards such qualification)
• Comprehensive knowledge of domestic and international banking products / services and procedures, treasury structures, equity markets, mutual funds, fiduciary services and other personal investment services
• Strategic thinking
• Motivating and monitoring for performance
• Ability to formulate and manage a successful prospecting leads program in order to meet and exceed quarterly and annual targets
• Exceptional ability to confidently discuss financial matters with a diverse base of potential / existing clients. 
• Proven ability to acquire new business. 
• An innovative and productive approach to business development.
• Articulate and well organized with a highly developed sense of priorities.
• Persuasive and credible among clients and colleagues. 
• Adaptable, flexible, and able to thrive on challenges whilst handling a multitude of tasks and responsibilities.
• Self-motivated with drive, energy and initiative. 
• Integrity, honesty and total commitment to the requirement to maintain client confidentiality.
• Demonstrable interest in local and international finance, economics and politics
• A team player, who is willing and able to assist the team in meeting and exceeding its objectives.

go to method of application »

Industry: Financial Services

Job Summary

• The ideal candidate will conduct quantitative and qualitative analysis as well as prepare research reports on various sectors of the Nigerian Economy.
• The candidate will also study and understand the macroeconomic environment of Kenya, Ghana and Rwanda.
• In addition, the candidate will conduct financial analysis on financial institutions and industrial corporates as well as carry out the following tasks:

Key Responsibilities

• Information gathering and compiling data into actionable reports
• Conducting Industry study and writing industry reports
• Studying the macroeconomic environment of Nigeria, Kenya, Rwanda and Ghana
• Analysing and presenting the information gathered in the organization’s standard format
• Rating banks or corporate entities
• Facilitating industry seminars
• Preparing pitch and presentation materials

Requirements

• Bachelor's degree in Business, Economics, Accounting, Finance or related fields
• Relevant professional qualifications (ACA, ACCA or CFA)
• MBA or MSc and financial modelling skill will be an advantage
• 3 - 5 years’ experience working in financial services
• Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
• Excellent writing skills
• Familiar with credit rating
• Excellent communication skills