INSTITUTIONAL AND INVESTMENT ADVISORY SPECIALISTS

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.

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. They will be responsible for the profiling and acquisition of the clients’ needs and risk factors in Investment Management. They will 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, recommend interested buyers to the Service managers for proper engagement and onboarding. This role requires in-depth knowledge of financial markets, investment products, and client management. Candidates must be goal-oriented and possess a high entrepreneurship drive.

Requirement

·      Relevant education and certifications

·      Minimum relevant experience of 5 years in institutional and investment advisory or wealth management function

Salary: up to ₦3 million in addition to bonuses

Location: Lagos and other money centres

To Apply:

Send CV to ksbc.opt@gmail.com with job title as subject of the mail.