Relationship Officer at TrustBanc Group

TrustBanc Group serves as the asset management division within the larger group. It specializes in asset management products and client relationship management. The primary role of TrustBanc Group is to develop various financial products for the group and manage the liabilities associated with those products. Throughout the years, TrustBanc Group has provided effective advisory services to numerous quoted companies in Nigeria and public corporations. Currently, the group is actively engaged as a financial adviser on diverse capital raising projects, facilitating the process of raising funds for different initiatives.

Title: Relationship Officer

Location: Lagos

About the Job

• The ideal candidate will be responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth.

Responsibilities

• Contribute to strategies aimed at acquiring and retaining customer accounts by efficiently managing their requests through the appropriate product channels.
• Inform clients about new financial products, service offerings, and changes in investment legislation.
• Responsible for developing and managing relationships with individuals and corporate institutions, both existing and new clients.
• Promote and sell products to customers, maintain a comprehensive database of relationships and prospects, and recommend amendments to marketing strategies based on industry best practices.
• Proactively determine customer needs and collaborate with relevant teams to meet those needs.
• Strong knowledge of mutual funds, financial markets, and relevant legal, tax, and regulatory issues.
• Gather market intelligence on product performance, client preferences, and new business opportunities.
• Analyze the financial profiles of existing and potential clients and recommend suitable products based on their risk appetite.
• Track client investments and provide regular suggestions to enhance portfolio performance.
• Update Know Your Customer (KYC) checklists for clients and coordinating the transfer of details for closed deals to the operations unit.
• Providing high-level personalized customer service, identifying new prospects, monitoring investment trends, leveraging industry networks for business development, and creating sales materials.
• Create pitch books and briefing materials for sales meetings.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics or related discipline.
• Master’s Degree is an added advantage.
• Relevant Professional Certification.
• Minimum of five (5) years relevant experience in Financial Services Industry particularly in a Sales Role.
• Strong entrepreneurial, excellent marketing, negotiating and relationship management skills.

Deadline: Not Specified.

How to Apply: Interested and qualified candidates should send their CV to: [email protected] or [email protected] using the Job Title as the subject of the mail.