Overview
We are looking to hire a Client Investment Advisor to serve as the primary liaison for both prospective and current clients.
The successful candidate will combine exceptional customer service with front-desk administration and sales assistance, facilitating initial prospect inquiries, generating leads, supporting senior-level consultations, and aiding in essential onboarding documentation.
Oversee and execute core duties encompassing the planning, coordination, and management of [specific tasks or projects]; ensure adherence to established timelines, quality standards, and organizational policies. Collaborate closely with cross-functional teams to align objectives, address challenges, and drive efficient workflows. Monitor progress, analyze performance metrics, and implement corrective actions as needed to maintain operational excellence and meet strategic goals. Prepare and present detailed reports to stakeholders, highlighting outcomes, deviations, and recommendations for continuous improvement.
Handle incoming telephone calls with professionalism and courtesy, greet visitors to the office in a warm and welcoming manner, address initial inquiries received via WhatsApp or the company website, and oversee front desk operations to ensure a seamless and polished reception experience.
Accurately document each new inquiry, meticulously collecting essential information such as the individual’s name, contact details, preferred destination, family size, budget range, origin of the lead, and current status.
Attend pre-approved client meetings, manage the scheduling of consultations, compile and organize meeting materials, and serve as a professional representative of the company during both internal and external engagements.
Following consultations, maintain ongoing communication with prospects, distribute approved corporate brochures, notify clients of any pending items, and ensure the lead tracker is regularly updated.
Gather critical onboarding documents from clients, meticulously verify their accuracy against established checklists, and submit them to the Operations Manager.
Assist in drafting client proposals with approved company templates and promptly escalate high-value prospects to the CEO or Operations Manager for review.
Seeking a candidate with a minimum of five years of relevant experience in a comparable role, along with a proven track record of leadership and project management. Applicants must possess strong analytical and problem-solving skills, exceptional communication abilities, and the capacity to work effectively both independently and collaboratively. Proficiency in industry-standard software and tools is essential, as is the ability to adapt to evolving priorities and deadlines in a fast-paced environment. A bachelor’s degree in a related field or equivalent professional experience is required, and additional certifications or advanced education are highly desirable.
Professional experience in banking, customer service, sales, client relations, travel, real estate, investment, or immigration and advisory services is strongly preferred.
Articulate and polished in all interactions with high-net-worth clients, demonstrating confidence and professionalism. Exhibits exceptional written communication skills, ensuring clarity and precision in email correspondence and WhatsApp communications.
Proficient in handling corporate checklists, master trackers, and structured data entry tasks with ease.
Demonstrates an unwavering commitment to integrity while meticulously managing and safeguarding sensitive client financial and personal information with the highest level of confidentiality and discretion.
Able to rapidly acquire and apply knowledge of global citizenship and residency through investment programs, demonstrating a strong desire to learn and adapt.
Qualified and interested applicants are encouraged to submit their CVs via email to recruitment@hrhub.ng, with the job title specified in the subject line. Please note that only those selected for further consideration will be contacted.
Qualifications
BA/BSc/HND
