Relationship Manager, HNI (Rivers) at Alan & Grant

Alan & Grant - Our client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.

They are recruiting to fill the position below:

Job Title: Relationship Manager, HNI

Location: Port Harcourt, Rivers
Job Type: Full Time

Job Summary

• This is a job for a wealth manager who advises high-net-worth individuals and helps potential high-net-worth individuals build their wealth.
• You will manage client portfolios, develop growth strategies, and identify new clients through referrals and prospecting.

Key Responsibilities

• Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
• Understand the essence of financial planning and how this is essential for client acquisition and management.
• Ensure you have a perfect understanding of the products and services with the company.
• Ensure you have a good understanding of how capital markets work and a broad understanding of the Nigerian Capital Market and also an interest in Global markets
• Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our
• business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
• Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
• Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
• Work closely with supervisor to understand the strategic direction for the business
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
• Active involvement and participation in business development and company wide meetings/forums
• Working as a team player with other teams, departments and companies
• Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet and formal training programs
• Maintaining a professional outlook and conduct always to project a positive image for the company.
• Development of a personal scorecard for the current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff
• Quarterly review of clients’ portfolios with the respective clients to ensure that investment objectives are being achieved.

Requirements

• B.Sc in Banking and Finance, Accounting, Business Administration or related field
• 3-5 years experience in relevant field
• Ability to work well under pressure
• Knowledge of Asset & Investment Management andtheFinancialServices Industry at large.
• Knowledge of the economy, capital markets and global markets
• Research skills
• Good multitasking capabilities
• Good analytical and problem-solving skills
• Good telephone manners
• Proficiency intheuseofMicrosoftWord,
• PowerPoint, Excel and other spreadsheet applications
• Excellent interpersonal skills
• Excellent verbal and written communication skills
• Excellent presentation skills.

Application Closing Date
Not Specified.