Personal Investment Advisor

Job Title: Personal Investment Advisor

Reports To: Head, Retail Sales

Client: Confidential

Industry: Investment Banking

Location: Lagos, Nigeria

Job Purpose/Summary

The Personal Investment Advisor will be responsible for supporting and contribute to retail sales by identifying & selling to potential customers; build relationships & understanding the needs of potential retail customers.

Key Functions/Responsibilities

• Act as the first line of engagement for enquiries, providing information about the company’s products and services
• Effectively engage with customers via email, telephone, social media or any other means
• Identify customers’ needs, clarify information, research every issue, and provide solutions and/or alternatives
• Improve customer experience to ensure customer satisfaction, retention, referral, and market growth
• Market and sell products and services to potential customers
• Participate in marketing and awareness campaigns to increase the company’s customer base and contribute to setting financial targets
• Follow up on potential sales leads through market research and networking
• Manage business relationships with existing and potential customers to ensure sales growth
• Contribute to the formulation and monitoring of the unit’s market penetration strategies and customer relationship plans to increase market Share
• Prepare regular reports/updates to the Group Head Sales
• Regular update of the database of client information, requirements, goals, and progress report
• Perform any other responsibility as assigned by the Head, Retail Sales from time to time

Required:

• Bachelor’s degree in Finance, Economics, or Business Administration or business-related discipline
• Minimum 3 years’ post NYSC working experience in sales, relationship management, client acquisition, preferably within investment banking, asset management, or financial services.
• Possession of relevant qualification; CFA will be an added advantage