Vacancy; TM, Corporate Bonds (TMCB001) At United Capital

TM, CORPORATE BONDS (TMCB001)
May 30, 2017
◦You will work in Corporate Bonds team and market products and services; manage client relationships, provide financial advisory services and provide customized services developed for client use.
Location: Lagos, with possibility of travel
Responsibilities include, but are not limited to:
◦Solicit, develop, generate and manage full service relationships with Corporate Bonds Clients.
◦Maintain client base, keeping current client plans up-to-date and engaging new clients on an ongoing basis.
◦Provide expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met.
◦Analyse existing and prospective client’s financial/investment profile and recommend the most suitable products to fit their needs in accordance with their risk appetite.
◦Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
◦Keep abreast of new regulations or policies that may affect various investment decisions/strategies.
◦Inform clients of new financial products and services and changes regarding their savings and investments.
Experience/Skills/Competencies Requirements:

◦Good understanding of services and trends including portfolio management, financial planning, asset management, client reporting etc
◦Track record in generating sales and relationship management including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
◦Good client advisory skills and good knowledge of funds management and investment processes.
◦Portfolio management and statistical analysis skills.
◦Excellent communication, report writing and presentation skills.
◦Bachelor’s degree business management, economics, law, finance, accounting, banking or other finance related discipline from a reputable university with a minimum qualification of a second class degree is required.
◦Experience: At least 1 year in a similar capacity within a Financial Services sales environment.


Interested applicants should please send a resume and cover letter quoting applicable reference number below to: careers@unitedcapitalplcgroup.com on or before Thursday, June 08, 2017. Applicants should please state the job position applied for in the subject header.