Relationship Manager at Spok Capital Limited
Spok Capital Limited is a client-focused financial Services company, licensed by the Securities & Exchange Commission. We offer wide range of financial, investment and advisory services to meet specific needs of our clients.
Job Title:
Relationship Manager
Location: Lagos
Job Description
Support AUM drive-by segmenting the HNI target market and providing periodic reports on potential new business opportunities.
Ensure communication to clients meets all defined internal control standards and external regulatory requirements.
Implement and participate in compliance-related activities within the internal teams and other stakeholders.
Attend product training (Roadshows) to be up-to-date with the market developments.
See Also:
Assist with generating new business with financial institutions such as PFAs, HMOs, Insurances firms, and soon.
Responsible for the end-to-end process of account opening and client onboarding.
Job Requirements
Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, or a similar course of study from a reputable university.
At least 3- 5 years of work experience in the Private Banking or Financial Services industry.
Previous experience in a client service role in Private Banking or Financial Services.
Desired Knowledge, Skills, and Attributes:
Focuses on the client experience
Good understanding of the investment products and landscape globally or locally.
Strong relationship management skills.
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
Good knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate
How to Apply
Interested and qualified candidates should forward their CV to: careers@spokcapital.com using the job title as the subject of the mail
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