Asset Management Sales Specialist

Asset Management Sales Specialist

Job Title: Asset Management Sales Specialist Locations: Abuja (FCT) and Lagos Employment Type: Full-time

Job Summary

• We are seeking a results-driven Asset Management Sales Specialist responsible for identifying prospective clients, promoting investment and asset management products, developing client relationships, and driving revenue growth.
• The ideal candidate should have strong knowledge of investment products, excellent sales and relationship-management skills, and the ability to communicate complex financial concepts clearly to prospective and existing clients.

Key Responsibilities

• Identify and develop new business opportunities for asset management and investment products.
• Generate leads through direct prospecting, referrals, networking, partnerships, and other channels.
• Promote investment products such as mutual funds, fixed-income investments, managed portfolios, and other approved investment solutions.
• Understand clients' financial objectives, investment preferences, and risk considerations.
• Present suitable investment solutions in line with approved product guidelines and client requirements.
• Develop and maintain strong relationships with high-net-worth individuals, corporate clients, SMEs, institutions, and other prospective investors.
• Conduct sales presentations, client meetings, product demonstrations, and investment briefings.
• Convert qualified prospects into new clients and achieve assigned sales and revenue targets.
• Follow up consistently with prospects and existing clients to improve conversion and retention.
• Work closely with investment and portfolio management teams to provide accurate product information to clients.
• Prepare and submit sales proposals, quotations, presentations, and client reports.
• Maintain accurate records of leads, prospects, client interactions, sales activities, and conversions.
• Monitor market trends and competitor activities to identify new business opportunities.
• Participate in investment seminars, networking events, conferences, and client engagement activities.
• Cross-sell and up-sell appropriate investment and wealth management solutions to existing clients.
• Ensure all sales activities comply with company policies, regulatory requirements, and applicable financial-market regulations.
• Provide regular sales pipeline, performance, and market intelligence reports to management.

Requirements

• Bachelor's Degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related discipline.
• 1-2 years of experience in asset management, investment sales, wealth management, banking, financial services, or related sales roles.
• Proven experience in business development, relationship management, or financial-product sales.
• Good understanding of investment products and financial markets.
• Strong sales, negotiation, persuasion, and client-acquisition skills.
• Ability to explain financial and investment products in a simple and professional manner.
• Strong networking and relationship-management abilities.
• Target-driven with a demonstrable track record of meeting or exceeding sales targets.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in Microsoft Office and CRM systems.

Application Closing Date

24th October, 2026.