Relationship Manager, HNI

• Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
  
• Understand the essence of financial planning and how this is essential for client acquisition and management.
  
• Ensure you have a perfect understanding of the products and services with the company.
  
• Ensure you have a good understanding of how capital markets work and a broad understanding of the Nigerian Capital Market and also an interest in Global markets
  
• Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our
  
• business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
  
• Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
  
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
  
• Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
  
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
  
• Work closely with supervisor to understand the strategic direction for the business
  
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
  
• Active involvement and participation in business development and company wide meetings/forums
  
• Working as a team player with other teams, departments and companies
  
• Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet and formal training programs
  
• Maintaining a professional outlook and conduct always to project a positive image for the company.
  
• Development of a personal scorecard for the current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card
  
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff
  
• Quarterly review of clients’ portfolios with the respective clients to ensure that investment objectives are being achieved.
  
  

Requirements

• B.SC in Banking and Finance, Accounting, Business Administration or related field
  
• 3-5 years experience in relevant field
  
• Ability to work well under pressure
  
• Knowledge of Asset & Investment Management andtheFinancialServices Industry at large.
  
• Knowledge of the economy, capital markets and global markets
  
• Research skills
  
• Good multitasking capabilities
  
• Good analytical and problem-solving skills
  
• Good telephone manners
  
• Proficiency intheuseofMicrosoftWord,
  
• PowerPoint, Excel and other spreadsheet applications
  
• Excellent interpersonal skills
  
• Excellent verbal and written communication skills
  
• Excellent presentation skills