Job Summary
We are seeking an experienced Relationship Officer to join our Private and Personal Business team.
The successful candidate will be responsible for delivering on assigned sales budgets, increasing Assets Under Management (AuM), and developing customized investment portfolios for clients.
Key Responsibilities
Deliver on assigned Asset Management sales budgets (weekly, monthly, quarterly, and annual)
Set, monitor, and report on assigned Sales Team Performances
Deploy strategies to increase AuM and Liability Targets
Identify and onboard potential clients, propose new business ideas, and explore new business opportunities
Initiate customer retention strategies and behavioral patterns
Develop and manage customized investment portfolios and discretionary funds for institutions and corporations
Analyze financial statements to establish viability of investment proposals
Offer investment advisory services and deliver investment solutions to clients.
Key Performance Indicators (KPIs) & Deliverables:
Achieve financial target of N1 billion (100% appraisal)
Meet sales target vs achievement (value-based)
Achieve resumption target of at least 50% within three months of resumption
Requirements
Minimum of a Bachelor’s Degree in Marketing and Business Development-related discipline
Minimum of 5 years’ relevant experience in banking/asset management
Strong knowledge of the asset management business, alternative and structured investments, and retail/institutional sales
Analytical, numerical, and planning skills
Excellent communication, leadership, and networking skills.
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Interested and qualified candidates should send their Resume and Cover Letter to: Yvonne.okeke@tro-vestcapitalpartners.com using the Job Title as the subject of the email.
Apply via :
Yvonne.okeke@tro-vestcapitalpartners.com
