Relationship Manager HNI
Relationship Manager HNI
Posted on :
01-01-2025
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1 Vacancy
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Job Description
Our client is a leading asset management firm in Nigeria.
Key Responsibilities
- Develop a good understanding of the businesses and services have a strong understanding of the companys Groups business and how they interrelate.
- Understand the essence of financial planning and how this is essential for client acquisition and management.
- Continuous monitoring of developments in the macroeconomic 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 us 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
- 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.
- 35 years experience in a similar role
- Excellent verbal and written communication skills
- Proficiency in the use of Microsoft Word PowerPoint Excel and other spreadsheet applications
- Knowledge of Asset & Investment Management and the Financial Services Industry at large
- Knowledge of economy capital markets and global markets
Employment Type
Full Time
Key Skills
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