FSDH Asset Management - Relationship Officer(HNI)

Lagos, Lagos, Nigeria
FSDH
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Role Objective :

  • The Position Holder will be responsible for growin g and maintaining the HNI client base by integrating and coordinating all activities targeted at achieving the Long-term Sales and Marketing plans of the company.
  • The Position Holder will a ctively contribute to th e development and implementation of strategies and product development geared towards the growth of the HNI client base of the company .

Duties & Responsibilities :

  • I dentify and develop new business relationships with HNI segments through professional, social and personal networks in line with the Company’s sales strategy to increase client satisfaction and c ompany’s market share .
  • Responsible for High net-worth Individuals (HNIs) client acquisition by d evelop ing and manag ing the pipeline of business opportunities .
  • Execute and manag e the HNI Sales strategy and business plan, taking into account the market opportunity / growth potential, competitor activity and existing capabilities.
  • Facilitate cold and warm calls to prospective leads; schedule and follow through on calls with leads generated and current c lients.
  • Maintain relationship with clients, prospects , and other A sset managers in the market in order to improve the sales of the company’s products
  • Handle HNI advisory / AUM by providing informative and support oriented services to all existing and potential clients.
  • Ensure effective response time to all enquiries and provide timely solutions bas ed on their requests .
  • Timely resolution of customer complaints by proactively identifying problems and taking appropriate remedial action
  • Monitor industry trends and obtain the necessary market information to be used for product development.
  • Ensure timely rendition and preparation of all reports as and when due. All duties that may be assigned by the Managing Director

Key Requirements :

  • Minimum of a Bachelors Degree. Other relevant professional qualification s may be an added advantage.
  • 6 -8 years professional experience
  • Good Business Writing and Communication skills
  • Excellent Customer Service skills
  • Strong presentation and communication skills
  • Strong public relations skills
  • Good interpersonal skills to create and sustain excellent relationship s with clients and colleagues.
  • Excellent Leadership skills.
  • Very good understanding of the Nigerian financial market
  • Negotiation Skills
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