Relationship Manager/Investment Adviser

Optimum Global

Sales

Company Description

Optimum Global is a new generation investment firm offering Asset Management, Capital Market, and Transaction services to businesses and individuals. Regulated by the Nigerian Securities and Exchange Commission, we aim to deepen financial inclusion by providing access to global investment opportunities for the next generation of wealth. Our services are designed to increase access to non-bank financial services for underbanked communities and improve access to capital markets for businesses.

Role Description

This is a full-time on-site role for a Relationship Manager/Investment Advisor located in Port Harcourt, Rivers State. The Relationship Manager/Investment Advisor will be responsible for managing client relationships, assessing and meeting financial needs of clients, providing investment advice and wealth management services, and developing financial strategies. The role also involves market research, preparing investment portfolios, and working closely with the firm's Asset Management and Transaction Services teams.

Responsibilities:

Functional

• Onboarding new clients.

• Selling the company’s services to potential clients.

• Managing and executing client requests.

• Ensuring client services are available on all the company’s platforms.

• Preparation of monthly report on client engagement.

Strategic

• Contributing to market insights on client demography and marketing.

• Maintaining client relationships and brand image.
  

Experience and skills

Minimum Educational Requirement:BSc (preferably in Law, Finance, Economics, Business Management/Administration or Phycology)

Candidate Experience:

• Minimum 5 - 7 years post study experience (In banking/finance sector)

• Preferable previous experience in a commercial bank or finance service provider.

• Experience managing several stakeholders.

Key skills:

• Proficiency in use of Microsoft Excel.

• Proficiency in the use of Microsoft word and PowerPoint.

• Good understanding of mutual funds.

• Advanced communication skills- both written and oral.

• High level of accuracy and attention to detail.

• Highly developed problem-solving skills.

• Strong customer service skills

• High level of customer engagement – whilst effectively managing customer expectations.

• Ability to work in a team.
  

Ideal Candidate

Our ideal candidate should be punctual, purpose driven and emotionally intelligent. We would also expect the ideal candidate for this role to be:

• Passionate about organizational growth.

• Intrinsically motivated.

• Willing to learn new skills and apply their learned knowledge to new or existing parts of the business.

• Passionate about contributing to the social and economic well-being of society.

• Willing to learn more about financial markets (particularly global markets).

• Interested in being a part of something new and dynamic.
  

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