Head of Investment Services

Michael Stevens Consulting

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Michael Stevens Consulting - We are a long established and well respected multi-disciplinary management and financial consulting firm with offices in several locations across Nigeria.

Job Description

  • This position is required to oversee and champion the Sales/Marketing/Distribution function of a Financial Services Group (Stockbrokers, Finance House and Bureau de Change)

Basic Functions

  • This position is accountable for Sales/Distribution/Marketing & Relationship Management and:
  • To grow the customer activities of the corporate clients and ensure that the sales and marketing business, relationships and revenue are profitable and cost-effective
  • To understand clients’ needs and objectives and identify opportunities for CBP to support clients in addressing their peculiar needs as it relates to e-growth and profitability
  • Leading and motivating a Sales/Distribution/Marketing team to achieve set targets

Specific Responsibilities

Sales & Relationship Management:

  • Cross-sell all the financial products of the Group:- Liability generation, Loans and Leases, Shares/Stocks/Bonds (Federal, State & Corporate), Treasury Bills, FGN Savings Bonds, FX etc.
  • Formulate and implement a strategy to increase the pool of HNI’s the Group transacts with
  • Pitch for business relationships with Local Corporates, PFA’s, Insurance companies, and other non-financial Institutions (Institutional Sales & Marketing) etc.
  • Manage key relationships with customers to ensure the smooth running of these accounts
  • Oversee, Supervise and Coordinate an effective online marketing strategy
  • Development and implementation of service improvement strategies
  • Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources
  • Together with Business Heads, review strategies for all networked customers with a view to enhancing business volumes and earnings

Marketing & Business Development:

  • Implement marketing strategies to develop existing portfolio and develop new opportunities
  • Understand customer needs and provide products and services to satisfy clients’ needs and achieve business objectives
  • Prepare and agree with line Manager on a call-planning in order to maximize returns in line with business strategy
  • Provide clients with Investment Advisory services
  • Develop executive contact plan and arrange meetings between proposed clients and the MD

Job Requirement:

  • Must possess a minimum of a Bachelor's degree in Business Administration,Finance, Economics, Accounting or other disciplines
  • A second degree and Master's degree will be an advantage
  • A professional qualification is desirable
  • Minimum of 10+ years’ hands-on experience with good sales track record in Institutional sales with emphasis on Stockbroking, Capital Market and other Financial Instruments (Treasury-bills, Bonds, etc.)

Desired Experience:

  • Must have above average knowledge of selling a wide range of Money/Capital Market products
  • Must have verifiable experience in FX Trading, preferably sell side.
  • Must have verifiable history and track record of meeting budgets/targets in-spite of difficult economic conditions.
  • Must have deep contacts with HNI’s and Institutional Investors (PFA’s/Insurance companies

Essential Skills:

  • Proficient in PowerPoint Presentations
  • Proficient in writing detailed reports
  • Proficient in writing business wining proposals
  • Excellent communication skills (Written, Verbal & Interpersonal)
  • Strong leadership skills
  • Customer focused
  • Results oriented
  • Have a flexible approach and the ability to make decisions quickly
  • Be able to motivate subordinates for optimum performance
  • Proficiency in other Microsoft Office applications


  • Senior Management position reporting directly to the MD/CEO
  • Car + driver
  • Competitive remuneration package
  • Opportunity to buy shares in the company
  • Performance Bonus incentive.

This job originally appeared elsewhere.



Michael Stevens Consulting

Job Level

Manager (Staff Supervisor/Head of Department)




Banking / Finance / Insurance

Job Type


Minimum Qualification


Preferred Years of Experience

10 - 15 years