Jobs at CapitalSage Technology Limited

Summary:

As a Business Development Executive, you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail, corporate, high net-worth, and affluent clients. Your responsibilities will encompass building and nurturing client relationships, managing portfolios, offering quality advisory services, proposing innovative solutions, and providing regular market reports to management.

Responsibilities:

• Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.
• Client Relationship Development: Initiate and cultivate client relationships within identified target markets, ensuring that the companys services align with client needs and expectations.
• Portfolio Management: Manage clients portfolios effectively, ensuring their financial goals are met, and their investments are optimized.
• Enhance Customer Experience: Improve the customer experience by providing quality advisory services, valuable product/solution recommendations, and maintaining strong client relationships.
• Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.
• Reporting: Provide regular market reports to the management team to keep them informed about market trends, challenges, and opportunities.

Requirements

• Experience: A minimum of 5 years of experience in financial services sales, wealth management, financial advisory, or a related field.
• Education: A bachelors degree or its equivalent in numerate or semi-numerate disciplines.
• Relationship Management: Strong relationship management skills with a proven track record of building and maintaining client relationships.
• Industry Knowledge: Extensive knowledge of finance, economics, and current developments in the financial industry.
• Company Understanding: Good understanding of the companys business, values, and mission.
• Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.
• Independence: Ability to work with minimal supervision within a hybrid working structure.
• Negotiation Skills: Strong negotiation skills, with the ability to influence effectively and manage C-suite executives, leaders, high-net-worth individuals, and other key stakeholders.

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Description:

The Company is part of a diverse Group with business offerings covering financial services, agribusiness and healthcare, and revenues exceeding N27 billion in 2021, including two entities rated investment grade by Agusto & Co. In furtherance of its long-term strategy, the Group is in the process of establishing Africa-focused investment banking and asset management businesses. We are seeking a highly skilled and motivated Fund Accountant to join our team.

Job Responsibility:

• Timely preparation of the Annual, Quarterly, and Monthly Budget on Monthly, quarterly, and annual management accounts.
• Analyze monthly financial results and provide insights and recommendations for both short-term and long-term growth plans of the organization.
• Prepare and submit monthly, quarterly, and half-yearly statutory returns to the various regulators.
• Manage Withholding Tax (WHT) and Value Added Tax (VAT) obligations.
• Provide quarterly presentations and analysis to the board of directors and shareholders of the Company on the financial performance and future outlook for the Company and its funds.
• Keep, organize, and maintain all financial records of the Company & its funds.
• Prepare, analyze, and present financial performance reports to the management and the board of the Company.
• Ensure the preparation, remittance, and timely filing of all local, state, and federal tax returns.
• Develop financial reporting templates for newly launched products.
• Compare monthly, quarterly, and annual budgets against actual performance.
• Prepare weekly liquidity reports and cash flow projections for all entities within your purview.

Requirements

• A minimum Bachelor's Degree in Accounting, Finance, or any other related discipline.
• Professional Certification in ACCA/ACA is required.
• The ideal candidate must have 3-6 years’ experience in management, financial, and fund accounting in a SEC regulated Asset Management Firm.

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Job Description

• Documenting and maintaining adequate employee/ patient records
• Collecting patient health histories and administering basic medications
• Periodic monitoring of employees with special medical conditions
• Take responsibility for the medical care and routine follow-up of employees admitted under your care.
• Administering medications, wound care, and other treatment options for occupational incidents
• Performing physical exams and requesting for diagnostic tests
• Performing procedures such as monitoring of vital signs with necessary follow-up, wound    dressings, IV placement, and providing other assistance needed
• Provision of first aid in case of accidents and immediate referral to the company-designated hospital if necessary.
• Performing ABC emergency assessments during medical emergencies
• Liaising with a company-designated hospital for patient transfer during critical emergencies beyond clinic care.
• Maintain and document drug inventory and clinic consumables
• Maintaining a clean and safe environment always
• Observing and recording patient behavior/ condition
• Adherence to quality standards and policy
• Representing the clinic during factory inspection audits from customers and regulatory bodies
• Counselling employees of healthy living
• Ongoing accurate assessment of each patient while monitoring their response to treatment
• Educating patients about treatment plans and the use of prescribed medications
• Interpreting patient information and making decisions about necessary actions, where appropriate
• Always maintain strict confidentiality of information on all patients/employees’ medical records
• Participate in the organization of facilities for continuing education of staff within the resources of the organization.
• Provide periodic reports of clinic activities to Line Manager
• Other duties as communicated by your supervisor

Requirements

• Must be a Registered Occupational Health Nurse with relevant certification
• Must have a minimum of 4 years of cogent experience in pre-hospital patient management and onsite emergency response.
• Associated Certification in Workplace Safety is an added advantage.
• Must be resident within the same city or willing to relocate.