Locations: Lagos and Port Harcourt, Rivers Responsibilities
Attract and sign on new clients
Retain the desired segment of existing clients and managing existing relationships
Offer advisory services to clients on their investment and keeping track of prevailing market conditions to determine best investment options
Manage and monitor trade analysis and growth of clients’ portfolio
Preparation of pitch book and other marketing documents for presentation to clients
Ensure prompt response and execution of client requests
Grow the Wealth Management business by gaining market share and increasing profitability.
Articulate new products and services based on market intelligence to meet emerging market needs
Qualifications & Experience
The person must be a graduate (B.Sc) from a recognized university, with 2 – 3 years’ experience in related function in a financial services firm. Additional qualification and/or professional certification will be an advantage but not mandatory
In-depth sales experience and understanding of the capital market and the financial services industry
Applicants should send their CV’s to: invest@oscartemple.com using the “Job Title” as the subject of the mail. Note: Kindly take time to read the job specification and description. Do not apply if you are not have capital market sales or Insurance sales experience.Â
Apply via :
invest@oscartemple.com