Relationship Officer - Private and Personal Business

2 weeks ago

Employment Information

Job Title: Relationship Officer - Private and Personal Business

Location: Abuja

Job Type: Full-time

Experience: 5+ years

Job Summary:

We are seeking an experienced Relationship Officer to join our Private and Personal Business team. The successful candidate will be responsible for delivering on assigned sales budgets, increasing Assets Under Management (AuM), and developing customized investment portfolios for clients.

Key Responsibilities:

- Deliver on assigned Asset Management sales budgets (weekly, monthly, quarterly, and annual)
- Set, monitor, and report on assigned Sales Team Performances
- Deploy strategies to increase AuM and Liability Targets
- Identify and onboard potential clients, propose new business ideas, and explore new business opportunities
- Initiate customer retention strategies and behavioral patterns
- Develop and manage customized investment portfolios and discretionary funds for institutions and corporates
- Analyze financial statements to establish viability of investment proposals
- Offer investment advisory services and deliver investment solutions to clients

Key Performance Indicators (KPIs) & Deliverables:

- Achieve financial target of ₦1 billion (100% appraisal)
- Meet sales target vs achievement (value-based)
- Achieve resumption target of at least 50% within three months of resumption

Requirements:

- Minimum of a Bachelor's Degree in Marketing and Business Development-related discipline
- Minimum of 5 years' relevant experience in banking/asset management
- Strong knowledge of the asset management business, alternative and structured investments, and retail/institutional sales
- Analytical, numerical, and planning skills
- Excellent communication, leadership, and networking skills

What We Offer:

- Competitive salary (₦350,000 - ₦700,000 per month)
- Opportunity to work with a dynamic and growing organization
- Professional development and training opportunities
- Collaborative and supportive work environment

How to Apply:

If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and cover letter, to Yvonne.okeke@tro-vestcapitalpartners.com