Investment Advisor at Alan & Grant

Industry: Financial Services

Job Summary

• The Ideal candidate will focus on generating new business ideas and strategies to acquire new clients, effectively manage relationships between clients and the company while ensuring income generation in line with the set target of the organization.

Duties & Responsibilities

• Generating Income and meet income target in line with the set target determined at the beginning of an appraisal period.
• Aggressive marketing of the company's products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
• Follow up on clients' mandates to ensure they are promptly executed and error free.
• Maintain a cordial relationship with all clients while ensuring regular communication with assigned clients.
• Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.

Requirements

• A good first degree in any discipline from a reputable Higher Institution.
• At least, 3-4 years’ experience in a similar position working for a firm in the financial/advisory services.
• Professional qualification e.g. CIS, ACA, ACCA, would be an added advantage.
• Proven experience in marketing especially in a financial institution
• Hands on experience in Business Development /Investment & Financial Advisory Services.
• Good knowledge of the capital market and its operations preferred.