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Financial Portfolio Specialist
2 weeks ago
Job Title: Financial Portfolio Specialist
About the CompanyBLAKSKILL LIMITED is a leading financial services company that provides a range of products and services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.
We are seeking a highly skilled and experienced Financial Portfolio Specialist to join our team. The successful candidate will be responsible for sourcing funds, managing investment portfolios, and ensuring excellent client relationships.
The ideal candidate will have a strong background in marketing or a related field and a minimum of 7 years of experience in a similar role. You should be able to bring in N150M in investments monthly and achieve the conversion of a minimum of 12 accounts monthly.
Key Responsibilities:
- Sourcing funds and managing investment portfolios
- Ensuring excellent client relationships through portfolio monitoring, reporting, and overall engagement
- Generating weekly and monthly reports on the progress of prospect conversion
Requirements:
- Bachelor's degree in Marketing or any other relevant discipline
- Minimum of 7 years of experience in a similar role
- Experience in a Financial Institution
We offer a competitive salary and benefits package, including:
- A comprehensive health insurance plan
- A retirement savings plan
- Opportunities for professional growth and development
