Job ID: 570655 Location: Victoria Island, Lagos Job Function: Wealth Management Regular/Temporary: Permanent Full/Part Time: Full time Job Description Business:
Provide Investment Advice to Clients to meet the client’s desired investment objectives and increase bank’s share of client investment business
Support in the execution of strategic agenda for Investment Advisory with the purpose of maximizing growth, market share & profitability for Investment Services
Support RMs and Sales teams in proffering appropriate solutions to clients investment needs
Identify cross-selling opportunities within Investment products in particular, and Wealth Management products in general
Improve quality & performance of Investment products on offer
Produce profitable solutions to meet the client financial objectives
Contribute strongly to the overall Investment business’ growth and profitability
Strategy:
Understand and effectively communicate the bank’s Investment House views to RMs and Clients
Support the Bank’s agenda to be a strong provider of Wealth Management and Investment solutions.
Ensure that regular portfolio reviews are carried out on clients’ portfolios, and alignment with the bank’s investment house views is achieved always
Be a trusted advisor
Risk Management:
Ensure full awareness of all policies and procedures issued in relation to AML, ABC, FATCA, KYC
Ensure awareness of all policies relating to sales processes and operational risk, and ensure compliance by all responsible parties
Ensure understanding and compliance of the Group Code of Conduct
Governance:
Ensure that clients are duly profiled and risk rated before products are offered
Ensure that clients are only offered products within their risk rating
Ensure the proper treatment of vulnerable persons (age and literacy wise) and their transactions
Other Responsibilities:
Embed Here for good and Group’s brand and values in International Corporate, Nigeria Business or Functional policies and procedures.
Qualifications and Skills
Minimum of a Second Class Degree from an accredited university
Strong analytical ability
Strong verbal and written communication skills (in English), with proven ability to work across cultures and within a dynamic environmen
Able to hold credible dialogue at all levels of the organisation, as well as with clients
Professional Investment/WM qualifications advantageous, but not required.
In compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption/exclusion will also be required.
Apply via :
cgportal.global.standardchartered.com
