Relationship Manager, HNI (Abuja)
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience 3 – 5 years
- Location Abuja
- Job Field Sales / Marketing / Retail / Business Development 
Job Summary
- This is a job for a wealth manager who advises high-net-worth individuals and helps potential high-net-worth individuals build their wealth.
- You will manage client portfolios, develop growth strategies, and identify new clients through referrals and prospecting.
Key Responsibilities
- Develop a good understanding of the businesses and services – have a strong understanding of the company’s Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
- Understand the essence of financial planning and how this is essential for client acquisition and management.
- Ensure you have a perfect understanding of the products and services with company.
- Ensure you have a good understanding of how capital markets work and a broad understanding of the Nigerian Capital Market and also an interest in Global markets
- Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our
- business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
- Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
- Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
- Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
- Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
- Work closely with supervisor to understand the strategic direction for the business
- Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
- Active involvement and participation in business development and company wide meetings/forums
- Working as a team player with other teams, departments and companies
- Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet and formal training programs
- Maintaining a professional outlook and conduct always to project a positive image for the company
- Development of a personal scorecard for the current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card
- Any duties or responsibility that may be assigned by your team lead or other senior members of staff
- Quarterly review of clients’ portfolios with the respective clients to ensure that investment objectives are being achieved.
Requirements
- B.SC in Banking and Finance, Accounting, Business Administration or related field
- 3-5 years experience in relevant field
- Ability to work well under pressure
- Knowledge of Asset & Investment Management andtheFinancialServices Industry at large.
- Knowledge of the economy, capital markets and global markets
- Research skills
- Good multitasking capabilities
- Good analytical and problem-solving skills
- Good telephone manners
- Proficiency intheuseofMicrosoftWord,
- PowerPoint, Excel and other spreadsheet applications
- Excellent interpersonal skills
- Excellent verbal and written communication skills
- Excellent presentation skills
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Method of Application
Job Summary
- This role manages investment portfolios for affluent clients (minimum N20 million) and helps potential high-net-worth individuals achieve that status.
- You’ll provide superior investment advice, sell and promote the company’s products, and develop strategies to grow the business and solidify its industry leadership.
Key Responsibilities
- Develop a good understanding of the businesses and services – have a strong understanding of the company’s Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
- Understand the essence of financial planning and how this is essential for client acquisition and management.
- Ensure you have a perfect understanding of the products and services with the company.
- Ensure you have a good understanding of how capital markets work and a broad understanding of the Nigerian Capital Market and also an interest in Global markets Continuous monitoring of developments in the macro-economic environment in
- general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc.
- Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
- Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching instrumentalities profile with asset allocation recommendations
- Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
- Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
- Work closely with supervisor to understand the strategic direction for the business
- Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
- Active involvement and participation in business development and company wide meetings/forums
- Working as a team player with other teams, departments and companies
- Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet and formal training programs
- Maintaining a professional outlook and conduct always to project a positive image.
- Development of a personal scorecard for the current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the scorecard
- Any duties or responsibility that may be assigned by your team lead or other senior members of staff
Requirements
- 1-3 years experience in similar capacity
- BSC/HND in a relevant field.
- Certified in Wealth Management (compulsory)
- Good multitasking capabilities
- Good telephone manners
- Ability to work well under pressure
- Excellent interpersonal skills
- Excellent verbal and written communication skills
- Excellent presentation
- Knowledge of Asset &Investment Management and the Financial Services Industry at large
- Knowledge of the economy, capital markets and global markets
- Good analytical and problem solving skills
- Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications Generic Skills
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