Job Overview
TRO-VEST Capital Partners is seeking a skilled and dynamic Senior Relationship Manager to join our team in Abuja. This role involves managing and expanding our portfolio of clients across various financial services, including consumer lending, wealth management, and other banking solutions. The ideal candidate will be responsible for building robust client relationships, understanding their financial needs, and recommending suitable financial products. This is a hybrid position, offering flexibility for some work-from-home arrangements.
Key Responsibilities
- Client Portfolio Management: Acquire, manage, and grow a portfolio of high-net-worth individuals, corporate, and institutional clients.
- Investment Advisory: Identify client investment needs and recommend appropriate products such as mutual funds, fixed income, money market instruments, and equities.
- AUM Growth: Drive growth in assets under management through strategic client acquisition, retention, and portfolio diversification.
- Client Engagement: Serve as the primary point of contact for clients, ensuring prompt resolution of inquiries and high-quality service delivery.
- Target Achievement: Achieve set targets for deposits, investments, and revenue generation through effective relationship management and client engagement.
- Portfolio Reviews: Conduct regular reviews of client portfolios to assess performance, offer strategic advice, and propose adjustments as necessary.
- Collaboration and Reporting: Collaborate with internal teams to deliver tailored solutions, prepare client reports, support risk assessment and compliance activities, and contribute to business development strategies.
Required Qualifications and Skills
- Educational Background: Degree in Finance, Business Administration, Economics, or a related field.
- Industry Knowledge: In-depth understanding of wealth management, consumer banking products, and financial markets in Nigeria.
- Communication Skills: Excellent interpersonal and communication skills, with a strong client service orientation.
- Analytical Skills: Demonstrable problem-solving and analytical skills for effective client and portfolio management.
- Technical Proficiency: Proficient in Microsoft Office Suite and CRM tools.
Preferred Qualifications
- Professional Certifications: Relevant professional certifications (e.g., CFA, ACCA) are highly desirable.
- Networking: Established network within the financial services industry in Nigeria.
- Experience: A proven track record in client relationship management, business development, or a similar role within financial services.
Experience Requirements
- Experience: 5+ years of experience in relationship management or a related field within the financial services industry.
What We Offer
- Competitive salary and comprehensive benefits package.
- Opportunities for career advancement within a dynamic and growing company.
- A supportive and collaborative work environment.