Relationship Manager

3 days ago

Port Harcourt, Rivers State, Nigeria Optimum Global Full time

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 are dedicated to deepening financial inclusion. Our goal is to provide global investment opportunities to the next generation of wealth, 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 located in Port Harcourt. The Relationship Manager will be responsible for developing and maintaining client relationships, understanding and meeting clients' financial needs, providing investment advice, and ensuring client satisfaction. The role also involves evaluating financial data, preparing reports, and assisting clients with transactions.

Role Description

This is a full-time, on-site role for a Relationship Manager/Investment Adviser based in Port Harcourt. The Relationship Manager/Investment Adviser will be responsible for managing client relationships, offering investment advice, conducting market research and analysis, developing financial plans, and ensuring regulatory compliance. Daily tasks include meeting with clients, assessing their financial needs, presenting investment options, and monitoring their portfolio performance.

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 3 years post study experience

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

· Experience managing several stakeholders.

Key skills:

· Basic proficiency in use of Microsoft Excel.

· Intermediate 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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