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.