Job Overview: The Investment Advisor will maintain in-depth knowledge of the company’s products and services to effectively engage clients and prospects, build strong relationships, and drive revenue growth.
Duties and Responsibilities: Maintain in-depth knowledge of the company’s products, services, and value proposition to effectively engage clients and prospects. Build, manage, and grow strong relationships with existing and prospective clients across key segments. Identify, develop, and pursue new business and partnership opportunities to drive revenue growth. Assess client needs, business challenges, and objectives, and recommend tailored solutions that create value. Deliver high-quality product and service consultations, guiding clients through informed decision-making. Develop upselling and cross-selling initiatives to maximise wallet share and long-term client value. Manage and resolve client issues and complaints promptly, ensuring a high level of customer satisfaction and retention. Proactively manage client portfolios, ensuring consistent engagement and service delivery. Design and execute client acquisition and retention strategies in collaboration with marketing and business development teams. Support the development and execution of marketing and growth initiatives to expand the customer base. Work with clients to strengthen their brand positioning and achieve their business objectives. Represent the company professionally and help maintain a strong, positive brand and market presence.
Required Qualifications: Strong presentation skills, excellent written and verbal communication skills, highly organised and detail-oriented, good conflict resolution and problem-solving skills, leadership and team management skills, proficient use of Microsoft Office.
Educational Background: B.Sc. Business Administration, marketing, communication, or a related field.
Experience: 3 – 5 years’ experience in relationship management/customer service.
Languages: English
Additional Notes: Job Category: Hybrid, Job Type: Full Time, Job Location: Ikoyi.
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