Institutional and Investment Advisory Specialist at a Leading Commercial Bank â U-Connect (Abuja & Lagos)
Institutional and Investment Advisory Specialist at a Leading Commercial Bank â U-Connect (Abuja & Lagos)
Posted on :
24-08-2025
Employer Active
1 Vacancy
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Job Description
JOB TITLE: Institutional and Investment Advisory Specialist
JOB LOCATIONS:Abuja (FCT) and Lagos
JOB DETAILS:
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- As an Institutional and Investment Advisory Specialist you are to originate and deal with High Net-Worth/Ultra Net-Worth Clients and corporate organizations such as Banks Law firms Government Offices Ministries and Parastatals Social and Civic Clubs with the goal of introducing our products and services to assist them in achieving their financial objectives.
Duties / Responsibilities
- Originate deals by collaboration with the Lead Management Team Client Engagement Team and Business Managers to activate Wealth Management deal
- Establish and maintain relationships with High-net-worth individuals and institutional clients.
- Conduct thorough research on investment opportunities financial markets and economic trends.
- Monitor portfolio performance and conduct periodic rebalancing to maintain target asset allocations into other diversified portfolios.
Role-Specific Technical Competencies
- Strong Knowledge of financial markets investment products and sales.
- Ability to work quickly and accurately under pressure
- Must be an effective communicator and presentable
- Good Analytical Skills
- Overall understanding of Wealth Management and Investment Advisory
Salary Range
N600000 N700000 per month.
HOW TO APPLY
To apply for the ongoing U-Connect job recruitment visit the job APPLICATION PORTAL to submit your application!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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