United Capital Plc is a leading African financial and investment services Group providing bespoke value-added service to its clients. We are well positioned to play a strategic role in helping African governments and citizens (both individual and corporate) achieve their strategic objectives through our robust suite of financial and investment service offerings.
We are seeking to recruit passionate, experienced and competent individuals to fill the vacant position below within our Trustees business:
Job Title: TM, Private Trusts
Job ID: (TMPT001)
Location: Lagos
Job Description
- You will market products and services to High Net worth Individuals (HNIs), families, foundations and non-bank financial institutions
- Manage client relationships, provide financial advisory services on Private Trust products and provide customized services developed for client use.
Responsibilities
Responsibilities include, but are not limited to:
- Solicit, develop, generate and manage full service relationships with Private Trust Clients including HNIs and non-bank financial institutions.
- Maintain client base, keeping current Private Trust client plans up-to-date and engaging new clients on an ongoing basis.
- Provide Trust expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met.
- Provide clients with a high level of individualised customer service and strategies consistent with their service needs/expectations.
- Analyse existing and prospective client’s financial/investment profile and recommend the most suitable products to fit their needs in accordance with their risk appetite.
- Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
- Keep abreast of new regulations or policies that may affect various investment decisions/strategies.
- Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
- Acquire a strong knowledge of Estate Planning products especially Trust and Wills; financial markets; relevant legal, tax, and regulatory issues; asset allocation models.
Experience/Skills/Competencies Requirements
- Bachelor's Degree in Business, Economics, Law, other finance related discipline from a reputable university
- At least 2 years in a similar capacity within a Financial Services sales environment.
- Good understanding of private banking services and trends including portfolio management, financial planning, asset management, client reporting etc
- Strong retail experience
- Track record in generating sales and relationship management to HNIs including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
- Good client advisory skills and good knowledge of funds management and investment processes.
- Portfolio management and statistical analysis skills.
- Excellent communication, report writing and presentation skills.
Application Closing Date
8th June, 2017.
Method of Application
Interested and qualified candidates should please send a resume and cover letter to:
[email protected] Applicants should please state the job position applied for in the subject header.