Institutional and Investment Advisory Specialist at a Leading Commercial Bank –

2 days ago

Abuja, FCT, Nigeria U-Connect Full time ₦7,200,000 - ₦8,400,000 per year

JOB TITLE: Institutional and Investment Advisory Specialist

JOB LOCATIONS: Abuja (FCT) and Lagos

JOB DETAILS:



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  • As an Institutional and Investment Advisory Specialist, you are to originate and deal with High Net-Worth/Ultra Net-Worth Clients and corporate organizations such as Banks, Law firms, Government Offices – Ministries and Parastatals, Social and Civic Clubs with the goal of introducing our products and services to assist them in achieving their financial objectives.

Duties / Responsibilities

  • Originate deals by collaboration with the Lead Management Team, Client Engagement Team, and Business Managers to activate Wealth Management deal
  • Establish and maintain relationships with High-net-worth individuals and institutional clients.
  • Conduct thorough research on investment opportunities, financial markets, and economic trends.
  • Monitor portfolio performance and conduct periodic rebalancing to maintain target asset allocations into other diversified portfolios.

Role-Specific Technical Competencies

  • Strong Knowledge of financial markets, investment products, and sales.
  • Ability to work quickly and accurately under pressure
  • Must be an effective communicator and presentable
  • Good Analytical Skills
  • Overall understanding of Wealth Management and Investment Advisory

Salary Range
N600,000 – N700,000 per month.

HOW TO APPLY
To apply for the ongoing U-Connect job recruitment, visit the job APPLICATION PORTAL to submit your application


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