Position Title: Investment Specialist.
Job Station: Lagos State.
INTRODUCTION:-
Investment Specialist job opportunity is available at Estadeks Global Investment Limited for individuals who possess relevant qualifications.
DUTIES AND RESPONSIBILITIES:-
- Develop plan to accomplish firm’s equity investment goals.
- Provide investment information related to new equity products, regulatory issues and new policies.
- Identify and convey issues or constraints associated with product, operations, systems, platform, pricing and propose alternatives.
- Ensure conformance with entire company guidelines and regulatory policies.
- Identify customers ‘ investment needs by basic financial planning modules.
- Provide different investment products to attain successfully identified needs.
- Maintain and update records as well as files on existing customers.
- Prioritize customer requirements and cross-sells services and products of varied company business lines.
- Ensure to plans everyday center of influence contacts.
- Identify changing needs and develop strong customer relationships.
- Plan and conduct customer meetings to review current accounts.
- Conduct post-appointment follow up to manage relations plus develop referrals.
- Develop and maintain wide general knowledge of entire financial products by self-study, periodicals, along with apt coursework.
DESIRED EXPERIENCE & QUALIFICATION:-
- Interested candidates should possess a Bachelor’s Degree
- 4 – 6 years work experience.
Apply Before:-
9th July, 2021.
INTERESTED?
Interested and qualified candidates should send their CV to: estadeksgloballimited@gmail.com using the Job Title as the subject of the mail.
WHO IS Estadeks Global Investment Limited?
Estadeks Global Investment Limited – We specialise in stock brokerage while leveraging on transparency, professionalism and integrity. We also deliver services in securities trading, investment benefit management and portfolio management serving both individuals and corporate clients.
PLEASE help others by Sharing This Job Opportunity on: