Investment Advisor in a Financial Institution


  2026-06-02
  Ikoyi, Nigeria
  2 - 3
  Banking & Finance

Alan & Grant - Our client is a financial institution that provides share management, capital raising, investment, market research, analysis and advisory services in Corporate Finance, Equities and Fixed Income Markets to diversified clientele.

They are recruiting to fill the position below:

Job Title: Investment Advisor

Location: Ikoyi, Lagos

Job Summary

  • You will leverage a deep knowledge of company products to provide comprehensive consultations, cross-sell services, and deliver exceptional customer satisfaction while promoting a positive corporate image.
  • We are seeking a results-driven Investment Advisor to join our Asset Management department.
  • In this role, you will drive business growth by prospecting for new clients, identifying their financial needs, and managing long-term relationships.

Key Responsibilities

  • Research and pursue new business opportunities.
  • Upsell and cross-sell products/services to clients.
  • Build and maintain strong relationships with prospective and existing clients.
  • Resolve complaints and issues efficiently and in a timely manner.
  • Help promote and maintain a positive company image.
  • Maintain a deep knowledge of company products and services.
  • Developing and implementing marketing strategies to grow the customer base.
  • Build long-term relationships with clients and customers.
  • Create strategies and work with clients to boost their brand.
  • Prospect for new clients and ensure client satisfaction.
  • Identify clients' needs and requirements and propose suitable solutions.
  • Provide clients with comprehensive product/service consultations and guide their decision-making process.

Requirements

  • Good conflict resolution and problem-solving skills
  • B.Sc Degree in Business Administration, marketing, communication, or a related field.
  • Proficient use of Microsoft Office .
  • Highly organized and detail oriented
  • 2 - 3 years' experience in relationship management/customer service
  • Excellent written and verbal communication skills
  • Leadership and team management skills
  • Strong presentation skills

Click link to Apply





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