Investment Consultant at Revelation Properties Limited
Revelation Properties Limited
Lagos
6d ago
source : BetaJob

Job Details

Job Title : Investment Consultant

Location : Chevron Drive, Lekki-Ajah, Lagos.

Key Responsibilities

  • Lead our investors search, organize our forthcoming investment dinner, and shop for primary mortgage loans, corporate offtakers e.t.c
  • Gather financial objectives and data through consultative approach to develop individual client situation perspective.
  • Design centrally manufactured solution, asset allocation and investment program definition.
  • Implement financial solutions and foster positive client relationship.
  • Determine, support and suggest to clients on best suited services and act as client advocate.
  • Build and develop positive relationship with new and current clients.
  • Reply to business partners generated sales.
  • Recommend to clients on investments and securities.
  • Handle sales meetings daily and identify financial needs and objectives.
  • Prepare coherent, precise and consistent investment paperwork.
  • Manage productive management and staff relationships.
  • Establish productive relationships with wholesalers to update on contemporary product design and selling techniques.
  • Track activities through client relationship management system.
  • Reply to supplement business development generated leads.
  • Strengthen centers of influence and financial professionals’ relationships.
  • Develop current and new clients through ethical sales methods, client satisfaction and service quality.
  • Requirements

  • MBA / MSC / MA in any related field with at least 7 years’ experience in a similar position.
  • Success Track Record in Investment Consulting
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