Investment Specialist at Estadeks Global Investment Limited


Title: Investment Specialist | Location: Okota, Lagos | Type: Full-time | Estadeks Global Investment Limited

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Responsibilities

  • Develop plan to accomplish firm’s equity investment goals.
  • Provide investment information related to new equity products, regulatory issues and new policies.
  • Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
  • Ensure conformance with entire company guidelines and regulatory policies.
  • Identify customers ‘ investment needs by basic financial planning modules.
  • Provide different investment products to attain successfully identified needs.
  • Maintain and update records as well as files on existing customers.
  • Prioritize customer requirements and cross-sells services and products of varied company business lines.
  • Ensure to plans everyday center of influence contacts.
  • Identify changing needs and develop strong customer relationships.
  • Plan and conduct customer meetings to review current accounts.
  • Conduct post-appointment follow up to manage relations plus develop referrals.
  • Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.

Requirements

  • Interested candidates should possess a Bachelor’s Degree
  • 4 – 6 years work experience.

Application Closing Date
9th July, 2021.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the Title as the subject of the mail.