Institutional and Investment Advisory Specialist
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience
- Location Abuja , Lagos
- Job Field Sales / Marketing / Retail / Business Development 
Job Summary
- As an Institutional and Investment Advisory Specialist, you are to originate and deal with High Net-Worth/Ultra Net-Worth Clients and corporate organizations such as Banks, Law firms, Government Offices – Ministries and Parastatals, Social and Civic Clubs with the goal of introducing our products and services to assist them in achieving their financial objectives.
Duties / Responsibilities
- Originate deals by collaboration with the Lead Management Team, Client Engagement Team, and Business Managers to activate Wealth Management deal
- Establish and maintain relationships with High-net-worth individuals and institutional clients.
- Conduct thorough research on investment opportunities, financial markets, and economic trends.
- Monitor portfolio performance and conduct periodic rebalancing to maintain target asset allocations into other diversified portfolios.
Role-Specific Technical Competencies
- Strong Knowledge of financial markets, investment products, and sales.
- Ability to work quickly and accurately under pressure
- Must be an effective communicator and presentable
- Good Analytical Skills
- Overall understanding of Wealth Management and Investment Advisory
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Method of Application
Job Description
- Canvassing for accounts
- Mobilizing deposits.
Requirements
- BSc / HND / OND
- Not more than 35 years old
- Candidates must reside in Lagos
- Must not have any underperforming loan for any commercial bank.
Salary & Benefits
- HMO
- Pension
- Commission
- 13th month
- Staff bus.
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