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Job Openings at U-Connect Human Resources Consulting – Hiring Now

Institutional and Investment Advisory Specialist

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience
  • Location Abuja , Lagos
  • Job Field Sales / Marketing / Retail / Business Development&nbsp

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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