Head, HNI at Alan & Grant
Employment Nigeria
07-Sep-2023
₦Not Available
LAGOS ,
Managerial
Alan & Grant - Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.
We are recruiting to fill the position below:
Job Title: Head, HNI
Location: Lagos
Employment Type: Full-time
Job Summary
- The primary objective of this role is a comprehensive strategy that considers all aspects of the client’s finances to meet the company’s financial target and manage relationships with clients.
- Offers financial advice to corporate/institutional clients.
Key Responsibilities
- Advising clients on financial products and services
- Managing Investment and Assets.
- Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
- Implement financial recommendations and assist with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with client’s financial plan.
- Monitor financial market trends to ensure that client’s plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with clients to learn about their financial goals, risk tolerance and current assets allocation.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.
- Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
- Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
- Conduct macro and fixed income research to support investment strategy.
- Utilize tactical negotiation skills to improve funding costs of the fixed income portfolio and other funds under management.
- Collaborate with other units on various initiatives to achieve the overall corporate objective
- Optimize the use of technological tools to improve investment management process and operational efficiency
- Preparation of portfolio strategy for group assets under management.
- Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.
Requirements
- Bachelor's Degree in Business, Accounting, or related fields
- Master's Degree will be an added advantage
- Professional qualification / membership from a reputable institution
- Minimum of 5 years Wealth Management experience
- Minimum of 3 years in a managerial position
- Must be knowledgeable in the field and have understanding on what goes on in the market space and the sector as a whole
- Must work in the Assets Management Industry
- Strong writing and communication skills
- Strong relationship Management
- Good presentation skills
- Ability to think strategically and to lead the team
- Ability to influence and persuade clients
- Good time management and organizational ability
- Ability to multitask and meet constant deadlines Oral Communication with internal and external stakeholders
- Building cordial relationship with internal and external stakeholders
- High service orientation
- Knowledge of the job and the industry
- Proficiency in Microsoft office
- Attentiveness to details
- Operational Perspective
- Business support Acumen
- Networking
- Willingness to work long hours, when necessary.
How to Apply
Interested and qualified candidates should:
Click here to apply online
Sorry the application deadline for this job has elapsed
