2024 Latest Job at Coronation Securities Limited
About Coronation Securities Limited (COSEC)
Coronation Securities Limited (COSEC) is a fully owned subsidiary of the Coronation Merchant Bank Group, functioning as a licensed broker-dealer firm regulated by both the Securities and Exchange Commission (SEC) and the Nigerian Stock Exchange. Originally established as Marina Securities Stockbroking Services Limited (MSSSL) on August 10, 2011, under the ownership of Marina Securities Limited, the firm underwent a restructuring in 2014, leading to its acquisition by Coronation Merchant Bank. Now operating under the name Coronation Securities, it functions independently as an investment securities and financial advisory firm.
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Summary
- Company: Coronation Securities Limited
- Job Title: Direct Sales HNI Officer
- Location: Lagos, Nigeria
- Job Type: Full-time
- Qualifications: HND/BSC/BA
- Deadline: 22nd March, 2024
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Job Title: Direct Sales HNI Officer
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Job Summary
This role is responsible for cultivating and maintaining relationships with high-value clients, offering them personalized investment advice, and facilitating their investment transactions. Your role will involve understanding the unique financial needs of HNI clients, providing comprehensive investment solutions, and delivering exceptional service to help them achieve their financial goals.
Responsibilities
- Identify and target potential high net worth clients through networking, referrals, and market research.
- Build strong, long-lasting relationships with HNI clients by understanding their financial objectives, risk tolerance, and investment preferences.
- Conduct thorough assessments of clients’ financial situations, investment goals, and risk profiles.
- Provide expert advice on investment options, asset allocation, and portfolio diversification tailored to individual client needs.
- Develop customized investment proposals that align with clients’ goals and risk profiles.
- Present investment recommendations clearly and professionally, addressing client questions and concerns.
- Facilitate investment transactions, including stock trades, bonds, mutual funds, and other financial instruments.
- Ensure timely and accurate execution of client orders, following established brokerage procedures.
- Stay informed about market trends, economic developments, and investment opportunities.
- Provide clients with timely market insights and research reports to support informed investment decisions.
- Maintain regular communication with clients through meetings, phone calls, and emails to address inquiries and provide updates on their investment portfolios.
- Ensure compliance with all industry regulations, company policies, and legal requirements during client interactions and transactions.
- Monitor and evaluate the performance of clients’ investment portfolios, making recommendations for adjustments as needed.
- Attend industry events, seminars, and conferences to expand the firm’s network and attract potential HNI clients.
- Prepare and deliver regular reports on client portfolios’ performance and market trends.
Requirements
- Bachelor’s degree in Finance, Business, Marketing, Economics, or a related field.
- Minimum of Six (6) years relevant post-qualification experience
- Master’s degree or Professional certification, e.g. CFA, CFP, ACA or other relevant professional certificate is an added advantage
- Proven experience in sales or relationship management within the financial services industry, preferably with a focus on HNI clients.
- Strong understanding of investment products, financial markets, and portfolio management strategies.
- Excellent interpersonal and communication skills to establish rapport with clients and present complex information effectively.
- Proficiency in financial analysis and using investment research tools.
- Knowledge of relevant regulations and compliance standards in the financial services industry.
- Ability to work independently, manage priorities, and meet client needs in a dynamic environment.
- Strong ethical values and a commitment to maintaining client confidentiality.
Benefits
- We offer a wide range of employee benefits including: competitive compensation package, robust rewards package, retirement benefit and tools designed to help you in building a sound financial future and flexible work arrangement.
Deadline
22nd March, 2024
Method of Application
(See tips on how to write a professional CV, ATS Compliant CV and a sample cover letter.)
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