RESPONSIBILITIES

New Business Development

•Participate in sales meetings with prospective clients.

•Facilitate client meeting planning, and presentation.

•Develop leads and referrals from current clients and outside contacts.

•Seek to increase current accounts through additions to AUM.

•Generate new deposits (net flow) based on agreed target with an optimized cost of funds

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Secure Partnerships, develop marketing plans and grow revenue.

•Offer value-added fee-based wealth management services where applicable.

Client Service

•Analyze financial information obtained from clients to determine strategies for meeting clients' financial objective.

•Implement financial planning recommendation or refer clients to someone who can assist them with plan implementation.

•Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

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Manage client portfolio and keeping client plans up to date.

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Contact clients periodically to determine any changes in their financial status.

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Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

•Provide financial advisory to customers to maximize returns on investment.

•Manage customer short term financial goals as well as long term financial goals.

•Help customers balance their financial goals within existing economic constraints.

•Understand customers investment risk appetite to provide bespoke wealth service.

QUALIFICATIONS & EXPERIENCE

•A relevant first degree from a recognized financial institution

•Relevant professional certification

•A minimum of 4-5 years experience in an asset management company.

SKILLS & COMPETENCIES

•Business and Market Intelligence

•Customer Experience Management

•Financial Literacy

•Understanding of Financial Markets

•Financial Instruments and Products Knowledge

•Asset and Liability Management

•Liquidity Management

Kindly submit application to: jobs@igpl.com.ng with the role as subject