Jobs at DynamicPlus Advisory

Job Description

• Cross sell all the financial products of the Group: - Liability generation, Loans and Leases, Shares/Stocks/Bonds (Federal, State & Corporate), Treasury Bills, FGN Savings Bonds, FX etc.
• Formulate and implement a strategy to increase the pool of HNI’s the Group transacts with
• Pitch for business relationships with Local Corporates, PFA’s, Insurance companies, and other non-Financial Institutions (Institutional Sales & Marketing) etc.
• Manage key relationships with customers to ensure the smooth running of these accounts.
• Oversee, Supervise and Coordinate an effective online marketing strategy.
• Development and implementation of service improvement strategies.
• Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.
• Together with Business Heads, review strategies for all networked customers with a view to enhancing business volumes and earnings.
• Implement marketing strategies to develop existing portfolio and develop new opportunities.
• Understand customer needs and provide products and services to satisfy clients’ needs and achieve business objectives.
• Prepare and agree with line Manager on a call-planning in order to maximize returns in line with business strategy.
• Provide clients with Investment Advisory services.
• Develop executive contact plan and arrange meetings between proposed clients, head of unit and the MD.

Requirements

• Must possess a minimum of Bachelor's Degree in Business Administration, Finance, Economics, Accounting or other disciplines
• A Second Degree and Master's Degree will be an advantage
• A professional qualification is desirable
• Minimum of 5 years hands-on experience with good sales track record in Institutional sales with emphasis on Stockbroking, Capital Market and other Financial Instruments (Treasury-bills, Bonds, etc.).

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Job Description

• Safeguarding of assets, Assets tagging, assets verification and checking/confirmation of new items;
• Supervisory oversight on the custody and release of inventory items;
• Ensuring adherence to management policies;
• Periodic process review and administration of internal control questionnaire for process improvement;
• Daily Call Over of transaction tickets and review of transaction posted on Info ware & other Software for all operational units within the Group;
• Labeling, Batching and safe keeping/archiving of transaction documents, document retrieval from archive etc.;
• Review of Petty cash vouchers, Routine spot checks to ascertain controls are in place, spot cash count;
• Daily review/ recording of used and void cheque or other security instruments used by finance & Account, Control of security instruments, e.g., cheques;
• Daily Cross checking of transaction tickets on the Log Book and register to ensure all transactions are well recorded;
• Review of Investment services routine activities and documentations such as placement of funds, funds in & funds out and liquidation of investments and the certificates in files;
• Review of daily treasury activities at Finance and Accounts to ensure that treasury documentation is adequate, relevant and sufficient;
• Review of customers and staff internal accounts to ensure that accounts in debit are flagged and brought to management attention;
• Investigation of identified control weaknesses;

Requirements

• University Degree / HND in Statistics, Finance, Economics or related field;
• Minimum of 3 years work experience with a similar role in a Financial Service Institution;
• The candidate must be vast in Capital and Money Markets operations, Financial Accounting, and Internal Control monitoring;
• Professional membership of ICAN or ACCA is an added advantage;

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Job Description

• Provide support to all research studies and prepare information brochures and required materials for all prospective investors.
• Maintain databases and analyze all market intelligence programs.
• Prepare various capital market reports on a weekly and monthly basis.
• Oversee data collection, and analysis for research studies, surveys and strategic plan reviews
• Prepare and submit reports and presentations for research studies, surveys and investor/issuer/policy makers’ education and outreach campaigns
• Write research papers / articles on various aspects of the capital markets for journals, newspapers and other print media.
• Make presentations to various forums e.g. investors, market intermediaries, policy makers / line ministry, financial sector regulators, trade/professional associations, professional bodies and issuers when called upon
• Collect data on consumers, competitors and market place and consolidate information into actionable items, reports and presentations
• Provide competitive analysis on various companies’ market offerings; identify market trends, pricing/business models, sales and methods of operation
• Remain fully informed on market trends, other parties’ researches and implement best practices

Requirements

• University Degree / HND in Statistics, Finance, Economics or related field;
• Possession of a postgraduate academic or professional qualification in a relevant discipline will be an added advantage;
• Minimum of 5 years of work experience in similar role
• Knowledge of Bloomberg, Reuters and other financial information platforms is a plus.

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 Job Duties

• Providing recruitment services from onset to onboarding
• Formulating recruitment campaigns (internal or external – Consultant);
• Organizing full background checks: - Police/Credit checks, Educational & Professional Certificate verifications; Ex-employer, referees & guarantor verifications.
• Drafting of appropriate job descriptions
• Drafting new policies as may be required and also safeguarding the policy manual already in place
• Mapping out a Learning & Development Calendar and organizing in-plant training for all levels of staff
• Planning for all Recognition & Rewards schemes for all levels of employees
• Monitoring Payroll (in conjunction with Finance & Accounts) and ensuring all Benefits and Compensations for all employees are adequately provided for.
• Handling Employee Performance Reviews for all cadre of employees.
• Organizing quarterly Village Hall Meetings and ensuring that feedback/feed-forward for all action plans are appropriately processed
• Ensuring the timely payment of all statutory fees: PENCOM, ITF, NSITF, GL, PAYE etc.
• Ensure compliance to all the company’s policies, processes, regulations and conduct.
• Ensure Maintenance, Logistics and Event Planning
• Coordinate office activities and operations to secure efficiency and compliance to company policies
• Plan and prepare annual budget, expenditures and analyze all financial objectives; and ensure approved budget is not exceeded
• Submit timely reports and prepare presentations/proposals as assigned
• Supervise administrative staff and divide responsibilities to ensure performance and adherence to corporate policies, values and culture at all times;

Requirements

• A degree in Human Resources or any relevant field
• 6 - 9 years experience with a minimum of 4 years in the Finance Sector is Mandatory
• Masters in Human Resource Management and professional certification is an added advantage
• Knowledge of various office software