Wealth Analyst at Syoj Consulting & Management Services Limited

SYOJ Consulting & Management Services Limited is a professional consulting and management company. We are otherwise know as SYOJ Consulting is a company deeply commiteed to delivering leading edge HR Consultancy and Management Service to our client.

We are recruiting to fill the position below:

Job Title: Wealth Analyst

Location: Lagos
Employment Type: Full-time

Responsibilities

• Develop Marketing and sales plans in coordination with the line manager to achieve the budgeted annual revenue’s goal.
• Investigate available investment opportunities to determine compatibility with client financial plans.
• Manage client portfolios, keeping client plans up-to-date and ability to prepare and present financial reports.
• Recommend financial products, such as stocks, bonds, mutual funds, or insurance to clients.
• Devise customized financial strategies for existing and prospective clients.
• Conduct market research to identify new business opportunities, map out business strength and customer’s need.
• Develop and test unique business strategies and concept
• Communicate new product development to existing and prospective client.
• Conduct customer satisfaction survey and develop creative strategies in retaining them and attracting new ones.
• Provide prompt feedback to customer’s inquiry
• Provide in-depth training and coaching to subordinate to enhance transfer of knowledge and creating expert network.
• Ensure compliance with all regulatory authorities’ rule and guidance.
• Recommend and liaise with top management on promotional strategy and activities.
• New process initiative.
• Other duties as may be assigned from time to time.

Requirements

• Bachelor's Degree / HND
• 2 - 4 years of work experience.
• Possess the competence to generate revenue growth of ₦1.5 billion annually in the first instance. This is subject to review from time to time in line with the budget.

Application Closing Date
29th May, 2022.

Method of Application
Interested and qualified candidates should send their CV to: recruitment@syojconsulting.com using the Job Title as the subject of the mail.