Investment Manager

Job Summary

We are looking for highly energized and result-driven individuals who are self-starters and very resourceful, to push our Portfolio investment objectives to both our existing and potential clients. The successful candidate will be responsible for sourcing and booking, quality Investments.

  • Minimum Qualification: HND
  • Experience Level: Entry level
  • Experience Length: 1 year

Job Description/Requirements

  • Sourcing for Quality Individual Investments
  • Liability Generation
  • Sourcing for Deposits/ Fixed Income subscribers
  • Carry out market research and provide customer feedback to our business development team for the development of new products and enhancement of existing ones to suit the various market segments.
  • Achieve the set growth targets in terms of numbers and values through pro-actively identifying cross-selling opportunities from existing customers.
  • Participate in product campaigns to ensure product information is readily available to customers.
  • Monitors client investments.
  • Maintains records and files of all portfolio activity.
  • Keeps clients up to date on the state of their portfolios.
  • Applies knowledge of trends to client portfolios, suggesting changes or adjustments accordingly.
  • Meets with clients to determine their investment goals.
  • Studies clients’ financial holdings, income, and financial background.
  • Advises clients on the best investment opportunities and strategies for their lifestyle.
  • Explains and differentiates between various investment opportunities, stocks, and funds.
  • Assists clients in developing a tailor-made portfolio.
  • Consults with clients prior to making any major changes or decisions with regard to portfolios.
  • Attends investment firm meetings.
  • Delivers presentations on client portfolios and recent market trends.
  • Devises new and effective ways to successful manage client portfolios.
  • Networks with clients to build strong relationships.
  • Deliver world-class customer experience by ensuring quality service delivery for customers within the firm’s Service Level Agreements.
  • Liaise with the management to provide detailed forecasts and action plans for the growth of the business.

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