Job Description
Job Description
- To provide Investment Advisory services to clients and Effective Management of clients.
Responsibilities
- Drive Sales, increase brand awareness, influence market share, penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share.
- Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets
- Provide Investment opinions to investors and prospects.
- Monitor Client’s investments and give proactive suggestions to enhance portfolio.
- Establish Client Investment objections, including risk tolerance, asset allocation and recommend suitable Investment options.
- Market Company Products and services to prospective Clients.
- Preparation of weekly and monthly Sales report of the Sales Team
- Initiate and follow up on new business opportunities.
- Identify and resolve client’s enquiries and queries, ensure proper documentation of issues and resolution.
- Advise and communicate with client on their investment performance and market trends.
- Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client
- Work closely with the Sales Team to retain and expand market share for The First Ally Group.
- Work closely with Portfolio managers and the Sales/Client Coverage Team to assist clients in developing the best wealth management strategies, which involves effectively matching clients' profiles with asset allocation recommendations.
- Participate in marketing events such as seminars, exhibitions, and trade shows.
- Perform other functions as assigned by the Head of Sales.
- Ability to manage a branch.
Skills Required
- Proven record of Sales performance
- Excellent client relationship development/management
- Good negotiation, problem-solving and conflict resolution
- A deep understanding of alternative investment strategies
- A deep Knowledge of capital markets, alternative investments & asset management products
- Environmental / Industry analysis
- Financial Analysis / Interpretation
- Banking Operations (Domestic & International Operations)
- Investment Portfolio Management
- Money Market Trading
- Marketing Presentations
- Organization & coordination
Qualifications/Requirements
- A good first degree in any discipline. Relevant Masters’ degree will be an advantage
- A recognized professional certification will be an added advantage
- Experience Level: 5 Years
Method of Application
Interested candidates should send their CVs to careers@first-ally.com with the job title and location as the subject.
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Job Overview
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Company
Hubforjobs Recruitments
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Experience
5+ years
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Location
Lagos
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Offered Salary
Confidential
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Qualification
BA/BSc/HND , MBA/MSc/MA
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Industry
Marketing
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Date Posted
December 03, 2024
Job location
Hubforjobs Recruitments
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Category
Consulting, Recruitment, HR Services
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Website
hubforjobs.com
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Location
Lagos, Nigeria