HNI Sales Associate

Job overview:   Our client, an esteemed Asset Management Firm is seeking a dedicated and results-oriented individual to join their team as a HNI Sales Associate. This role presents an exciting opportunity for a motivated professional to contribute to the firms growth by effectively marketing investment products to   High-Net-Worth   I ndividuals in Nigeria.

Responsibilities:

• Develop and execute a targeted sales strategy to market investment products to High-Net-Worth Individuals (HNIs) in Nigeria, leveraging your expertise and market insights to identify opportunities for growth.

• Cultivate strong relationships with HNIs, providing personalized investment advice and solutions tailored to their financial objectives and risk tolerance.

• Effectively manage new and existing client relationships serving as a trusted advisor to HNI clients, offering expert guidance on investment products and strategies to help them achieve their wealth management goals.

• Develop strategies to effectively counter competitor offerings and highlight the unique value proposition of our investment products.

• Demonstrate a sound understanding of the Nigerian capital and money markets, including regulatory requirements, market trends, and investment opportunities, to effectively advise HNI clients and navigate market challenges.

• Take initiative and proactively seek out new business opportunities within the HNI segment, demonstrating a self-starter mentality and a drive to succeed in a competitive market environment.

• Exhibit strong written and verbal communication skills, with the ability to articulate complex investment concepts clearly and effectively to HNI clients and stakeholders.

• Utilize Microsoft PowerPoint and Word to create compelling presentations and proposals for HNI clients, showcasing the value proposition of investment products and services.

• Proactively identify opportunities to upsell or cross-sell additional investment products and services to meet clients evolving needs.

• Prepare and submit accurate sales reports on time, detailing sales activities, client interactions, and progress towards sales targets.

• Utilise CRM systems and sales tracking tools to maintain up-to-date records of clients communications and sales pipeline.

• Leverage technology tools and platforms to enhance sales effectiveness, streamline client communications, and facilitate remote client engagement.

• Stay informed about emerging technologies and digital marketing trends to optimize client acquisition and retention strategies.

• Collaborate with team members to support organizational goals and collective sales efforts, sharing best practices, insights, and client referrals.

• Promptly address and resolve customer problems and complaints, ensuring a high level of satisfaction and retention among   HNI clients.

Requirements

Requirements:

• Bachelors degree (minimum 2nd Class Upper) or HND (Upper Credit) in a Finance, or related field.

• Minimum of 3 years experience in marketing Investment Products in Nigeria

• Sound knowledge of Nigerian capital and money markets.

• Preferably registered with the Securities and Exchange Commission (SEC) as a sponsored individual.

• Strong interpersonal skills, with the ability to build rapport and trust with clients and colleagues.

• Proficiency in written and spoken English language.

• Advanced proficiency in Microsoft PowerPoint, Excel, and Word for creating compelling presentations and documents.