Head, Retail Sales at Parthian Capital Limited (PCL)

Responsibilities

• Supervise the retail sales and relationship management activities to ensure timely and efficient service delivery to Individual investors.
• Grow the Individual client numbers and market share.
• Manage human resources in the group to increase value creation, business volume, and company profitability.
• Oversee and ensure that the flow of clients’ transactions and investments portfolio is in accordance with each client’s mandate.
• Deploy investment and wealth management solutions that can be scaled up on our digital platform and that adheres to the company’s guidelines and requirements for product disclosures.
• Promote client education in wealth management, providing personal financial advisory services that enhance the value of investment decisions.
• Review client profiles to ensure that their investments align with mandates, risk profiles, and risk appetites.
• Promote the sales and services culture through coaching, guidance, and staff motivation.
• As part of the company’s Information Security requirements, maintain the security of all Information entrusted to the staff and comply with the principles and policies in the Information Security Handbook

Requirements

• Minimum undergraduate degree in Business, Finance, or related discipline
• Preference for postgraduate business or related degree or other professional qualification.
• Minimum of 7 years working experience in a reputable Banking or related Financial Services firm.
• Previous experience in investment banking, asset management, or wealth management advisory.
• Strong grasp of retail investments and Wealth Management products.
• Understanding the Nigerian asset management and financial services sector in which the company competes.
• Portfolio management, Wealth management and Strong Financial instruments knowledge
• Demonstrated ethical conduct and adherence to industry regulations.
• Ability to work both independently and as part of a collaborative team.
• Exceptional time management and organizational skills.
• Commitment to ongoing professional development and maintaining industry certifications.

Salary
Attractive.