Relationship Manager, HNI at Alan & Grant

Alan & Grant – Our client, a leading asset management firm in Nigeria, is recruiting to fill the position below:

Job Title: Relationship Manager, HNI

Location: Abuja

Job Type: Full-time

Key Responsibilities

• Develop a good understanding of the businesses and services – have a strong understanding of the company’s 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 macro-economic 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.
• 3-5 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.

Application Closing Date
Not Specified.

How to Apply: Interested and qualified candidates should Click Here to apply online