Asset Management Specialists

We are seeking a results-driven Asset Management Sales Specialist responsible for identifying prospective clients, promoting investment and asset management products, developing client relationships, and driving revenue growth.

The ideal candidate should have strong knowledge of investment products, excellent sales and relationship-management skills, and the ability to communicate complex financial concepts clearly to prospective and existing clients.

Key Responsibilities

• Identify and develop new business opportunities for asset management and investment products.
• Generate leads through direct prospecting, referrals, networking, partnerships, and other channels.
• Promote investment products such as mutual funds, fixed-income investments, managed portfolios, and other approved investment solutions.
• Understand clients' financial objectives, investment preferences, and risk considerations.
• Present suitable investment solutions in line with approved product guidelines and client requirements.
• Develop and maintain strong relationships with high-net-worth individuals, corporate clients, SMEs, institutions, and other prospective investors.
• Conduct sales presentations, client meetings, product demonstrations, and investment briefings.
• Convert qualified prospects into new clients and achieve assigned sales and revenue targets.
• Follow up consistently with prospects and existing clients to improve conversion and retention.
• Work closely with investment and portfolio management teams to provide accurate product information to clients.
• Prepare and submit sales proposals, quotations, presentations, and client reports.
• Maintain accurate records of leads, prospects, client interactions, sales activities, and conversions.
• Monitor market trends and competitor activities to identify new business opportunities.
• Participate in investment seminars, networking events, conferences, and client engagement activities.
• Cross-sell and up-sell appropriate investment and wealth management solutions to existing clients.
• Ensure all sales activities comply with company policies, regulatory requirements, and applicable financial-market regulations.
• Provide regular sales pipeline, performance, and market intelligence reports to management.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, Marketing, or a related discipline.
• 1-2 years of experience in asset management, investment sales, wealth management, banking, financial services, or related sales roles.
• Proven experience in business development, relationship management, or financial-product sales.
• Good understanding of investment products and financial markets.
• Strong sales, negotiation, persuasion, and client-acquisition skills.
• Ability to explain financial and investment products in a simple and professional manner.
• Strong networking and relationship-management abilities.
• Target-driven with a demonstrable track record of meeting or exceeding sales targets.
• Excellent communication, presentation, and interpersonal skills.
• Proficiency in Microsoft Office and CRM systems

Pay: ₦180,000.00 - ₦200,000.00 per month

Work Location: In person