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Investment Advisor

Meristem
Abuja
On-site

About this role

Job Summary

To generate new business ideas and devise strategies for acquiring new clients. To generate income in line with the set-target of the company. Effectively manage business relationships between the company and its clients and ensure excellent service deliver.

Job Details

  • Generate income and meet income target in line with the set-target.
  • Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
  • Follow up on clients’ mandates to ensure they are promptly executed and error free.
  • Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
  • Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
  • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.

Requirements

  • A good first degree in any discipline from a reputable Higher Institution.
  • 4 - 8 Years experience (Capital markets)
  • Professional qualification e.g. ACA, ACCA, CIS may be an added advantage.

Skills/Knowledge

  • Excellent interpersonal and communication skills
  • Excellent prospecting and marketing skills ▪ Good knowledge of the Capital market and its operations
  • Excellent presentation skills
  • Must possess good selling skills
  • Strong quantitative and analytical skills
  • Leadership; Ability to influence others to do what is to be done.
  • Must be fair, goal oriented, responsible and aggressive
  • Must be able to evaluate others
  • Must be charismatic
  • Proactive decision-maker
  • Ability to look beyond the obvious/routine
  • Ability to see what others cannot see
  • Ability to seek a richer set of alternatives
  • Ability to question assumptions
  • Ability to proactively measure performance.
  • Sound ethics and integrity.
  • Must have high sense of integrity, accountability and dependability
  • Must uphold high ethical standard i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.

About Company

Meristem Stockbrokers Limited

https://meristemng.com

MERISTEM SECURITIES TRADING Licensed by the Securities and Exchange Commission, MSBL offers Brokerage Services, Securities Dealing, Strategic Acquisitions and Investment Research. It also provides easy access to on-line brokerage account allowing clients monitor trades real-time via Meritrade.

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