Job Title: Quality Assurance Portfolio Supervisor
Location: Lagos
Employment Type: Full-time
Job Summary
The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationship.
Duties & Responsibilities
-Work closely with relationship officers to manage client investment accounts.
-Work with sales team to properly profile clients
-Create reports on investment performance and activity
-Communicate with clients about their accounts, market conditions and economic trends
-Commensurate acceptable levels of risk based on client instructions
-Handle financial products as required
-Work together with investment research teams to identify investment opportunities
-Supervise relationship officers and report on their performance
-Report on client retention and acquisition
-Conduct periodic market research on competitor space
-Serve as admin for leads and client management software
-Portfolio management and report
Qualifications / Requirements
Bachelor's Degree in Business, Finance, Investment or a related field preferred
Three to five years of relevant experience
Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.
Strong understanding of investment strategies and risk management
Job Knowledge:
Analytical proficiency
Ability to use CRM tools
Advance use of Microsoft tools (Word, excel, PowerPoint etc.)
Strong analytical and problem-solving skills
Skills / Competencies:
Excellent verbal and written communication skills
High interest in and enthusiastic about economic and financial market trends.
Exceptional customer service with a client focus
Flexible to travel to meet clients as required
Able to sit in front of the computer for long hours at a time.
Application Closing Date
Not Specified.
Method of Application
Interested and qualified candidates should send their CV to careers@conceptgroup-ng.com using the Job Title as the subject of the mail.
Recruitment Of Quality Assurance Portfolio Supervisor At Concept Group, Lagos
Reviewed by Felicia Osaji
on
9/22/2022 12:35:00 AM
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