Sat. Oct 1st, 2022

Our client is looking to hire Investment Executives with the primary responsibilities of business development and  relationship  management by  identification,  client acquisition  and  portfolio management  of  well serviced clients.

The Investment Executive will demonstrate knowledge of investments and financial markets and work with clients as a trusted financial advisor,  discussing  their investment  and  wealth management  needs  and recommending  the appropriate investment solution within our range of investment products across different asset classes and time horizons.

The ideal candidate will have experience in managing the needs of clients in the middle income and high net worth (HNI) segments. They will be required to have extensive networks with clients in the high value segments and have excellent relationship management skills.

Essential Functions:

•     Client  Acquisition:   Develop   and  implement   a   client  acquisition   plan   to   achieve   sales  and profitability objectives as defined by Wealth Manager.

•     Build  referral pipelines  and  develop strong  partnerships  to help  develop  and  grow  client relationships.

•     Utilize  a consultative  and  advisory sales  approach  to identify  needs  and deliver  appropriate solutions across all the clients’ investments needs to broaden relationship with clients.

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•     Maintain  a high  level  of product  knowledge  and full  understanding  of products  and  services available across our investment offerings.

•      Recommend investment products and services that are suitable to the client and their needs

•     Manage a book of clients with assets under management and serve as primary point of contact for all of clients’ investment needs.

•     Review client   accounts   on  a   regular   basis  keeping   them   informed  on   the   status  of   their investments.

•      Contact clients regularly to review portfolio and make any necessary recommendations

•     Develop,  institute, and  maintain  programs relating  to  new business  development  and sales promotions

  • Execute a disciplined approach to achieving business growth goals while focusing on the client experience.

•     Deliver on performance goals, such as driving growth of assets under management and expanding the breadth and depth of client relationships through product penetration

•     Prioritize  and manage  book  of clients,  constantly  searching for  opportunities  to enhance  client delight and advance our standing as the client’s trusted advisors.

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•     Take  a client-focused  approach  by being  a  reliable expert  on  the client’s   investments  and relationship needs and elevating to the status of a trusted advisor and winning wallet share


•     Bachelor’s   degree  with   a   minimum  of   5-7   years’ experience   in  sales   and   financial  services relationship management.

•     Excellent Interpersonal and relationship building skills – Ability to connect with customers, clients, and co-workers.

•    Strong personal drive and commitment to achievement.

•    Possess superior quantitative and analytical skills

•   Ability to work independently or in a group setting with minimal to no supervision

•    Knowledge of the financial markets

•    Demonstrate good sound judgment

•   Effective Oral/Written Communication, Adaptability, Initiative, and Customer Service skills.

NB: Previous Marketing Experience in Banking/ Sales role in an asset management firm is compulsory.

Interested and qualified candidates residing in Lagos should send their CVs in MS Word using the link below

Apply For This Job

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  • we are an equal opportunity employer and is committed to building a diverse workforce. While all applications will be acknowledged.
    • We reserves the right to select one or more candidates from this vacancy announcement
    • We may also retain applications and consider candidates applying to this post for other similar positions at the same grade level and with similar job description, experience and educational requirements
    • Qualified female candidates are strongly encouraged to apply
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