Investment Executive at Growth in Value Alliance (GV Alliance) Partners


  2020-11-12
  Unspecified

Growth in Value Alliance (GV Alliance) Partners – Our client is currently recruiting suitably qualified candidates to fill the position below:

Job Title: Investment Executive

Location: Lagos

Job Description

  • Our client is looking to hire Investment Executives with the primary responsibilities of business development and relationship management by identification, client acquisition and portfolio management of well serviced clients.
  • The Investment Executive will demonstrate knowledge of investments and financial markets and work with clients as a trusted financial advisor, discussing their investment and wealth management needs and recommending the appropriate investment solution within our range of investment products across different asset classes and time horizons.
  • The ideal candidate will have experience in managing the needs of clients in the middle income and high net worth (HNI) segments
  • They will be required to have extensive networks with clients in the high value segments and have excellent relationship management skills.

Essential Functions

  • Client Acquisition: Develop and implement a client acquisition plan to achieve sales and profitability objectives as defined by Wealth Manager.
  • Build referral pipelines and develop strong partnerships to help develop and grow client relationships.
  • Utilize a consultative and advisory sales approach to identify needs and deliver appropriate solutions across all the clients’ investments needs to broaden relationship with clients.
  • Maintain a high level of product knowledge and full understanding of products and services available across our investment offerings.
  • Recommend investment products and services that are suitable to the client and their needs
  • Manage a book of clients with assets under management and serve as primary point of contact for all of clients’ investment needs.
  • Review client accounts on a regular basis keeping them informed on the status of their investments.
  • Contact clients regularly to review portfolio and make any necessary recommendations
  • Develop, institute, and maintain programs relating to new business development and sales promotions
  • Execute a disciplined approach to achieving business growth goals while focusing on the client experience.
  • Deliver on performance goals, such as driving growth of assets under management and expanding the breadth and depth of client relationships through product penetration
  • Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client’s trusted advisors.
  • Take a client-focused approach by being a reliable expert on the client’s investments and relationship needs and elevating to the status of a trusted advisor and winning wallet share

Qualifications

  • Bachelor’s Degree with a minimum of 5 years experience in sales and finacial services relationship management.
  • Excellent Interpersonal and relationship building skills – Ability to connect with customers, clients, and co-workers.
  • Strong personal drive and commitment to achievement.
  • Possess superior quantitative and analytical skills
  • Ability to work independently or in a group setting with minimal to no supervision
  • Knowledge of the financial markets
  • Demonstrate good sound judgment
  • Effective Oral/Written Communication, Adaptability, Initiative, and Customer Service skills.
  • Previous experience in banking/asset management or wealth management (stock brokering sales) is mandatory.

Application Closing Date
29th November, 2020.

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