New
1 week ago
Job Summary
A reputable financial institution is interested in Hiring a Portfolio Manager with relevant experience in a financial institution.
- Minimum Qualification:Degree
- Experience Level:Mid level
- Experience Length:8 years
Job Description/Requirements
Responsibilities:
- Perform daily review of the bank loan portfolio
- Overseeing the preparation of Quarterly board reports
- Liaising with auditors and CBN regulators to ensure all requirements are met as at when due.
- Liaising with businesses and other stakeholders within the bank to develop reports that will assist in achieving their desired goals.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan re-assessment.
- Investigate available investment opportunities to determine compatibility with client financial plans.
Requirements:
- Minimum academic qualification of a Bachelor’s degree in accounting and a Professional qualification
- MBA/MSc will be an added advantage
- Minimum of 8 years cognate experience preferably at a Manager or Assistant Manager Level in Financial Services with diverse experience that should cover running the operations and back office of retail, corporate, and business banking activities
- Competencies in Sales strategic & business planning, budgeting, and monitoring.
- Working knowledge of Asset and investment management
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