Relationship Manager at Spok Capital Limited

 Employment Nigeria 01-May-2024 ₦Not Available LAGOS , Banking and Finance  

Spok Capital Limited is a client-focused financial Services company, licensed by the Securities & Exchange Commission. We offer wide range of financial, investment and advisory services to meet specific needs of our clients.

We are recruiting to fill the position below:

 

Job Title: Relationship Manager

Location: Lagos

Job Description

  • Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities.
  • Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
  • Implement and participate in compliance-related activities within the internal teams and other stakeholders.
  • Attend product training (Roadshows) to be up-to-date with the market developments.
  • Assist with generating new business with financial institutions such as PFAs, HMOs, Insurances firms, and soon.
  • Responsible for the end-to-end process of account opening and client onboarding.
  • Manage KYC documentation for new and existing clients.
  • Responsible for generating client statements periodically.
  • Process client redemptions and payouts as requested.
  • Deliver exceptional client experience through client appreciation and recognition initiatives.

Job Requirements

  • Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
  • At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
  • Previous experience in a client service role in Private Banking or Financial Services.

Desired Knowledge, Skills, and Attributes:

  • Focuses on the client experience
  • Good understanding of the investment products and landscape globally or locally.
  • Strong relationship management skills.
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
  • Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

 

How to Apply
Interested and qualified candidates should forward their CV to: careers@spokcapital.com using the job title as the subject of the mail



Sorry the application deadline for this job has elapsed



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