Investment Advisor at a Leading Financial Services Institution - Talent Pool Resources International Limited

Talent Pool Resources International Limited - Our client, a leading Financial Services Institution, is recruiting to fill the position below:

Job Title: Investment Advisor

Location: Ikeja Lagos
Employment Type: Full-time

Role Overview

• They are seeking a dynamic and results-driven Investment Advisor (Retail Investments) to drive retail investment growth through targeted client acquisition, engagement, and relationship management.
• The successful candidate will be responsible for achieving assigned quarterly investment targets by onboarding new retail investors and delivering value-driven investment solutions.

Key Responsibilities

• Achieve assigned quarterly investment targets through active client acquisition and engagement.
• Develop and implement strategies to onboard new retail investors and grow the customer base.
• Identify prospective investors through direct outreach, referrals, partnerships, and market initiatives.
• Educate potential investors on available investment products and guide them through the onboarding process.
• Ensure a seamless client experience from onboarding through investment execution.
• Build and maintain strong client relationships to drive retention and repeat investments.
• Provide ongoing client support and offer tailored investment solutions based on individual needs.
• Collaborate with the marketing team to design and execute retail investor acquisition campaigns.
• Monitor market trends and identify opportunities to optimise investment offerings.
• Track and report key performance metrics including funds mobilised, customer acquisition, and portfolio growth.
• Provide regular updates and insights to the Investment Lead on performance and market trends.

Person Specification

• Bachelor’s Degree in Finance, Economics, Marketing, or a related discipline.
• Minimum of 3 years’ experience in financial services, investment sales, or customer relationship management.
• Proven track record of meeting or exceeding financial and investment targets.
• Strong understanding of retail investment products and services.
• Excellent interpersonal, communication, and presentation skills.
• Results-driven, proactive, and able to work independently as well as within a team.

Salary
N8,400,000 - N10,000,000 annually.

Application Closing Date
5th March, 2026.