Relationship Manager – Private Wealth Management at Asset & Resource Management Holding Company

Asset & Resource Management Holding Company – Established in 1994 as an asset management firm, ARM offers wealth creation opportunities through a unique blend of traditional asset management and alternative investment services. We enable businesses to thrive, and help our clients to maximize their returns and realise their most important goals.

We are recruiting to fill the position below:

Job Title: Relationship Manager – Private Wealth Management

Location: Ikoyi, Lagos

Job Summary

• To manage and maintain relationships with top tier Employers and HNIs by providing excellent service delivery, investment advice, innovative thinking, database management, while building a deeper knowledge of the Employers contact persons and HNIs. This will be geared towards increasing our share of clients’ wallet and building a large referral network.

Job Objective(s)

• The Position Holder is responsible for acquiring and maintaining high-value business relationships across focus market segments of institutional, High Net-worth Individuals (HNIs), and mass-affluent segments through the provision of superior investment advice to clientele, optimal structuring of their portfolio to meet both their short to long-term objectives, with the aim of driving FUM growth, achieving set business targets, and overall client satisfaction.
• Strategic Initiatives: Responsible for supporting the implementation of strategic initiatives that sustain/improve the organization’s competitive advantage within its operating environment.
• Key Performance Indicators (KPIs) as prescribed by Supervisor

Duties and Responsibilities

• Business Development: Development of business prospects across the company’s entire spectrum of the company’s target segments, by undertaking the initiation and development of business proposals and aggressive sales pitching for business solicitation from existing and prospective customers.
• Strategic Account Acquisition: Aggressive identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business
• Sales Reporting: Prepare periodic and adhoc reports showing trends, and current state of a managed portfolio of funds under management, sales projections, as well as key lessons,  learnt.
• Monitoring of Macro-economic Trends: Continuously monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc.
• Applying advanced knowledge of financial products, services, and strategies to provide holistic advice. The financial products include traditional and non-traditional investment such as:
  • Diversified Array of Mutual funds
  • Local & Offshore Equities and Fixed Income Investments
  • Customized Portfolio Management Services
  • Specialized Funds i.e Private Equity, Hospitality and Retail & Infrastructure Funds
  • Real Estate Fund & Direct Real Estate Investments (Retail to Upscale)
  • Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.

Other Requirements

• Bachelor’s Degree from an accredited university.
• Minimum of 4 – 6 years of professional working experience in the financial service industry
• Relevant experience in Investment/Wealth Management or Financial Services
• Strong business acumen to be able to recognize and interpret commercial opportunities
• Must have demonstrated the ability to create sales/relationship opportunities with clients, prospects and consultants within the institutional segment
• Must have excellent presentation skills and in-depth product and broad investment knowledge
• Familiarity and existing relationships with local and offshore institutional mandates.
• Ability to quickly comprehend and filter complex information. This is often required within a short timeframe, as clients will generally look to you for input on a wide range of topics, some of which will be time-sensitive and may be confidential

Application Closing Date
Not Specified.

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