Hiring Organization: Anchoria Investment and Securities Limited
Location: Marina – Lagos
Generate investment guidelines specific to client risk tolerances and goals.
Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
Champion the firm’s portfolio rebalancing software and investment models.
Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products.
Responsible for the investment management unit and training of younger colleagues.
Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis.
Ensure proactive customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis.
Ensure that our fee structure is competitive and transparent.
Actively participate in the investment committee and manage projects spin-off from the investment committee
Educate Business Managers and team members on the product and the target market for the product.
Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients’
Perform other functions assigned by line manager towards achieving the departmental as well as organizational goals.
Experience and Qualifications
Bachelor’s Degree in Social Sciences from a university
5 – 7 years industry experience
CFA designation and/or five years of portfolio management experience
Proficiency in Microsoft Word, Excel, PowerPoint
Experience with High Net Worth clients and appropriate investment strategies.
Excellent written and oral communication skills.
Ability to work in a fast-paced environment and successfully perform with multiple priorities.
Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
Ability to multiâ€task and manage time effectively
Strong numerical and analytical skills.
Excellent use of Microsoft Office Applications.
Willingness to take on additional operational responsibilities as needed.
Self-motivated, confident, detailâ€oriented, and analytical
How to Apply
Interested and qualified candidates should send their Resume to: [email protected] using “Portfolio Manager” as the subject of the mail.