Job for an Investment Advisor in a Leading Capital Market Conglomerate

Alan & Grant - Our client is a leading capital market conglomerate offering Wealth Management Services, Stockbroking Services, Registrars Services, Corporate Financing and Trustee services. They are recruiting to fill the position below:     Job Title: Investment Advisor Location: Lagos Job Type: Full time Job Summary

• To generate income in line with the set-target of the company and effectively manage business relationships between the company and its clients and ensure excellent service delivery.

• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period
• Aggressive marketing of the company’s products and services.
• Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
• Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
• Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
• Follow up on clients’ mandates to ensure they are promptly executed and error free.

• A good first degree in any discipline from a reputable Higher Institution.
• Good knowledge of the Capital market and its operations
• Excellent presentation skills
• Must possess good selling skills
• Strong quantitative and analytical skills
• Professional qualification e.g. CIS, ACA, ACCA, may be an added advantage.
• Proven experience in marketing especially in a financial institution
• Excellent interpersonal and communication skills
• Excellent prospecting and marketing skills