Investment Advisory Personal - Prestige Analyst

at  HReade Limited

Job Title: Investment Advisory Personal - Prestige Analyst
Reports to: Regional Head Lagos & Prestige Clients
Division: Asset Management
Department/Unit: Investment Advisory
Job Grade: Analyst

WORK EXPERIENCE

• 4-6 years of sales experience within a financial institution.
• HNI Client Relationship Management is required.
• Diaspora Client Management would be an added advantage.

EDUCATION

• Bachelor’s Degree in a related discipline with a minimum of second-class upper division.
• Relevant professional certifications will be an added advantage.

KEY COMPETENCY/SKILL REQUIREMENTS

• Knowledge of local and offshore financial markets; organization’s product/service and various asset classes
• Capacity to build and retain partnerships
• Strong communication, negotiation, and analytical skills
• Ability to present complex information in simple terms
• Strategic Thinking
• Customer relationship management
• Business development
• HNI Sales experience
• Strong ability to interpret financial and economic data
• Strong teamwork and research capabilities
• Excellent communication, report writing and presentation skills.
• Strong sense of responsibility, accountability, and dependability.
• Specialist skills in structured product sales to HNI/Diaspora/SME clients

• Achieves growth in Asset under Management (AUM) and Liability for the company through effective sales, relationship management, product development, and financial planning activities.
• Distributes all the company’s products and service offerings across the target client’s segment and touchpoints.
• Builds sales funnel by generating HNI leads via necessary lead generation activities and maintains a high closure rate of leads generated.
• Drives and participates in all sales and business development activities for the team.
• Maintains good working relationships with stakeholders, other teams, units, and subsidiaries.
• Acquisition of worksites through group presentations to staff of identified companies/corporates.
• Acquires new HNI and diaspora clients whilst building strong client relationships.
• Identifies and builds strong and collaborative relationships with strategic partners and internal & external stakeholders.
• Ensures channel profitability by closely monitoring product utilization and transaction activities.
• Prepares periodic reports and sales proposals as required.
• Maintains the highest standard of integrity and client service.
• Contributes to product development activities