Institutional and Investment Advisory Specialists
KSBC Knowledge Resources Ltd
Accounting, Auditing & Finance
Job Summary
Our client is a first-class wealth management company located in high-brow offices in Victoria Island, Lagos. With a track record of consistent excellent service delivery in the past 15 years, the company is poised and ready for its next level of growth and immediately requires the services of Institutional and Investment Advisory Specialists. 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. The Institutional and Investment Advisory Specialist will work with the Leads Management, Client Engagement, and Business Development teams to activate Wealth Management sales, and originate, acquire, and build Wealth Management portfolios of Invested clients.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
Responsibilities:
- Profiling and acquisition of the client's needs and risk factors in Investment Management.
- Collaborate and work with the Branch managers or staff through constant training, and engagement to ensure they utilize their catchment areas by converting prospects to clients, and recommending interested buyers to the Service managers for proper engagement and onboarding.
Requirements:
- Relevant education and certifications
- Minimum relevant experience of 5 years in institutional and investment advisory or wealth management function
- In-depth knowledge of financial markets, investment products, and client management.
- Candidates must be goal-oriented and possess a high entrepreneurship drive.
Location: Lagos
Remuneration: NGN 1,000,000 plus bonus
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