Relationship Officer
Oscar Temple - Our client, a leading asset management firm is growing its wealth management unit, and they are eager to meet 2 exceptional business development analyst.
They are recruiting to fill the position below:
Job Position: Relationship Officer
Job Locations: Lagos and Port Harcourt, Rivers
Responsibilities
- Attract and sign on new clients
- Retain the desired segment of existing clients and managing existing relationships
- Offer advisory services to clients on their investment and keeping track of prevailing market conditions to determine best investment options
- Manage and monitor trade analysis and growth of clients’ portfolio
- Preparation of pitch book and other marketing documents for presentation to clients
- Ensure prompt response and execution of client requests
- Grow the Wealth Management business by gaining market share and increasing profitability.
- Articulate new products and services based on market intelligence to meet emerging market needs
Qualifications & Experience
- The person must be a graduate (B.Sc) from a recognized university, with 2 - 3 years' experience in related function in a financial services firm. Additional qualification and/or professional certification will be an advantage but not mandatory
- In-depth sales experience and understanding of the capital market and the financial services industry
Note: Kindly take time to read the job specification and description. Do not apply if you are not have capital market sales or Insurance sales experience.
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