Investment Advisor, Team Lead

Goldenbridge Asset Management

Job Summary

Our client is a leading investment management firm in Nigeria, with core business areas focusing on Investment Banking, Asset Management, Capital Market Trading and Investment Advisory. The company deploys a full range of capital raising and financial advisory services to meet the needs of individual, corporate and institutional clients. An opportunity has now arisen for an experienced Investment Advisor in Investment Banking. The Investment Advisor - Team Lead is an experienced, target & result-oriented individual with great communication skills. Your primary objective includes working towards guiding investors to subscribe to the company’s investment products and driving sales for the company while leading a team of Investment Advisors.

  • Minimum Qualification: Degree
  • Experience Level: Senior level
  • Experience Length: 7 years

Job Description/Requirements

Responsibilities:

  • Responsible for meeting and exceeding the financial target set by the  Management on an annual basis. 
  • Responsible for preparing and implementing comprehensive strategic plans to facilitate the achievement of the Company’s financial target. 
  • Conducting due diligence and developing investment proposals to attract new investors. 
  • Design and implement a strategic business plan that will expand the company’s investors base. 
  • Finding and developing new markets and improving sales. 
  • Maintain current knowledge on the financial sector and be aware of the company’s investment opportunities available to corporate and individual clients
  • Participating in commercial negotiations relating to the structure and terms of any potential investment. 
  • Develop and implement the Company’s business development strategy as approved by the Management. 
  • Provide proactive advice on transactions, new products and business initiatives within the business. 
  • Develop and implement a business development plan to improve deposit mobilization. 
  • Develop and maintain relationships with corporate and individual clients.
  • Build new relationships with new customers and maintain existing customers. 
  • Demonstrate a good understanding of client relationship management.
  • Interpersonal with good communicative skills. 

Education & Experience:

  • At least a bachelor’s degree or equivalent tertiary qualifications from a recognised tertiary institution.  
  • Relevant professional certification in Trust and Asset Management is an added advantage.
  • At least seven (7) years of significant and successful managerial experience in a  Trustee and Asset Management business. 
  • Knowledge and understanding of Investment, Trust and Asset Management is an added advantage. 
  • Familiar with Microsoft Office applications. 
  • Registration with the Securities and Exchange Commission (SEC) as a Sponsored  Individual will be an added advantage. 
  • Attractive emolument in addition to a commission based on performance.

Location: The post will be based in our Head Office in Abuja. 


Required Skills:

  • Excellent leadership, problem-solving and interpersonal skills 
  • Excellent analytical, intellectual, communication and presentation skills.
  • Demonstrable business development experience with HNI. 
  • Ability to work independently and in a team 
  • Ability to present ideas in business-friendly and user-friendly language
  • Exceptionally self-motivated, charismatic and prompt. 
  • Keen attention to detail, diplomatic and a commendable personality.
  • Highly collaborative and thrives well in a fast-paced work environment.
  • Highly motivated with a desire to take advantage of new opportunities
  • Time management and organizational skills. 
  • Coaching/Mentoring Skills 
  • Sales/ Marketing Skills. 
  • Able to analyse data and sales statistics and translate results into better solutions.
  • Experienced in preparing and presenting quarterly goals and forecasts for future projects. 

Salary: NGN300,000 – NGN500,000 depending on Experience


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