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  • Posted: Jul 18, 2022
    Deadline: Jul 22, 2022
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    MacTay Consulting has been in existence for over 28 years in Nigeria. We are a member of TACK and TMI, international consulting companies operating in over 60 countries and with a combined experience of over 80years. Our global network of partners and experience means that our clients enjoy all the benefits of a local office, while drawing upon our multi...
    Read more about this company

     

    Accounting Trainee Consultant

    Job Responsibilities:

    • Provide planning, proactive client management, leadership and responsibility for administration, maintaining a high quality of delivery and satisfied clients.
    • Design and set up accounting systems, e.g. SAGE. 
    • Perform software documentation. 
    • Develop account (payroll) and operational reports. 
    • Conduct clientele training. 
    • Import documented data. 
    • Provide follow-up support. 
    • Providing post-implementation support.
    • Nurture an existing community of expertise around the solution area. 
    • Ensure continuous improvement efforts.
    • Identify and encourage strategic initiatives.

    Job Requirements:

    • HND or its equivalent.
    • Relevant accounting focused work experience is an added advantage.
    • Experience in implementing Sage accounting software or similar accounting software.
    • Potential to plan, prioritize and organize work effectively.
    • Ability to work under pressure, balance projects simultaneously and meet deadlines.
    • Expertise in data analysis and recommend a solution.
    • Ability to identify and utilize effective communication channels. 
    • Identify and discuss potential problems with project team members.
    • Articulate the big picture and details effectively.
    • Proficient in Word, Excel, PowerPoint and Outlook

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    Investment Advisor

    Industry: Financial Services

    Objectives:

    • To generate new business ideas and devise strategies for acquiring new clients.
    • To generate income in line with the set-target of the company.
    • Effectively manage business relationships between the company and its clients and ensure excellent service delivery

    Job responsibilities:

    • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.
    • Aggressive marketing of the company’s products and services.
    • Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
    • Follow up on clients’ mandates to ensure they are promptly executed and error free.
    • Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.

    Job requirements:

    • Bachelor’s Degree in any discipline.
    • Experience with a similar position in the banking sector/financial services sector
    • Professional qualification will be an added advantage.

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    Portfolio Manager

    Job Summary: To act independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts.

    Job responsibilities:

    • Develop new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity.
    • Build client relationships to develop investment objectives and implement a suitable investment plan and maintain an investment policy statement for each relationship.
    • Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.
    • Interpret the intentions of any trust or agency agreement and build an investment policy to accomplish those objectives.
    • Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.
    • Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.
    • Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
    • Keep informed of market trends and analyze the effect of these trends on clients investment portfolios.
    • Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.
    • Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

    Job requirements:

    • Bachelor’s Degree in Accounting or Finance or any related field
    • Advanced degree such as an MBA or CFA will be an added advantage.
    • 3 to 6 years of experience involving money management, including investment decision-making.

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    Trust Service Business Developer

    Job role: Trust Service Business DeveloperJob Summary: Trust Service Business developer is responsible for generating new business ideas and devise strategies for acquiring new clients in a bid to generate income in line with the set-target of the company while managing business relationships between the company and its clients and ensure excellent service delivery.

    Job responsibilities:

    • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period.
    • Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their needs and goals and proffer solutions.
    • Follow up on clients’ mandates to ensure they are promptly executed and error free.
    • Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
    • Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
    • Ensure that awareness of Trustee services is created and maintained across the Group.
    • In-depth understanding of Trust business.
    • Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period

    Job requirements:

    • Bachelor’s Degree in any related field
    • Minimum of 5 years’ experience in similar role in the financial services industry

    go to method of application »

    Wealth Advisor

    Objectives:

    • To generate new business ideas and devise strategies for acquiring new clients.
    • To generate income in line with the set-target of the company.
    • Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

    Job responsibilities:

    • Market and sell appropriate investment products, financial and wealth management services/products to clients
    • Prepare and deliver presentations/seminars to clients and prospects for business development purposes
    •  Comply with all industry rules and regulation
    • Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
    • Consult with clients on investment strategies products and services that are suitable for their needs
    • Respond to clients questions and requests
    • Track and translate investment performance and make recommendations
    • Build a strong and long term relationship with clients
    • Establish a network of referrals
    • Balances referral activities, customer follow up prospect building and administrator task.
    • Ability to create a sales and marketing strategies for new client

    Job requirements:

    • Bachelor’s Degree in any discipline.
    • 4 to 6 years of experience involving money management, including investment decision-making.
    • Professional qualification will be an added advantage.

    go to method of application »

    Operations Manager

    Job Responsibilities:

    • Direct and supervise retail staff across several retail outlets to ensure they meet set objectives.
    • Provide training to retail employees to develop their skills and enhance their job performance.
    • Ensure compliance with company policies and procedures.
    • Provide solutions that address performance issues in a timely and effective manner.
    • Monitor the activities of the customer service department of retail outlets to ensure a satisfied clientele.
    • Contact store managers and other retail staff to communicate relevant information.
    • Mentor and motivate sales staff to put in their best in order to achieve financial goals.
    • Develop and implement budget and plans for retail operations.
    • Visit retail establishments to ensure efficient and effective management as well as high performance sales
    • Develop policies for the merchandising of goods in retail stores
    • Monitor inventory levels to determine the need for stock supply at each retail outlet.
    • Set and regulate product pricing using results of market and demand analysis.
    • Ensure compliance with health/safety policies and procedures at retail sites.

    Job Requirements:

    • Bachelor’s degree in business studies, business administration, or a related discipline.
    • Experience in retail sales/customer services is also required for this job.
    • Organizational, Communication, and Accounting skills.
    • Coordinate sales operations across a retail chain.
    • They are well versed in reviewing and evaluating sales records and financial statements.
    • They are proficient in interacting with store managers and retail staff to communicate information relevant to sale.

    go to method of application »

    Internal Control Officer

    Industry: Financial Services

    Objectives

    • To carry out an independent appraisal of the effectiveness of the policies, procedures and standards by which client financial, physical and information resources are managed.
    • To ensure strict adherence to internal and external policies, controls and procedures and maintenance of quality service delivery within the company.

    Job responsibilities:

    • Design, implement and continuously review internal control and audit procedures.
    • Review daily trade postings.
    • Review monthly payroll schedules.
    • Regular review of Audit Trail of Reversals, Transfers and Payment of funds.
    • Perform Monthly and Quarterly review of Statutory Reports to CSCS, SEC and NSE.
    • Perform rendition of weekly/monthly returns to EFCC on Anti-Money Laundering.
    • Periodic review of General Ledgers (Cash Advance & Petty Cash inclusive), Trial Balance and other Final Accounts.
    • Continually communicate key organizational controls, policies, approval limits within the company.
    • Document Exceptions arising from Internal Control Investigations and make recommendations to the Management for review and approval.
    • Assist external auditors (acting as intermediary between External Auditors and Accounts Dept) during external audits to meet their requirements and to resolve any issues identified
    • Generation of Daily Internal Control Report to the MD/CEO
    • Ensure safe custody of blank security instruments (dividend warrants & certificates) up to the point of printing
    • Verify the proper registration of share transfers

    Job requirement:

    • Bachelor’s Degree in management science/social science or related discipline preferably in Accounting, Finance, Business Administration & Economics.
    • Professional qualification e.g. ACA, ACCA, ACIB, CISA or MBA will be an added advantage.
    • Experience with a similar position in the banking sector/financial services sector

    go to method of application »

    Business Development Officer

    Industry: Financial Services

    Location: Abuja, Lagos and Port Harcourt

    Job Summary: The Business Development Officer is responsible for the co-ordination and integration of the Group’s business development functions.

    Job responsibilities:

    • Co-ordinate all business development initiatives for the group.
    • Accountable for business development across the group, on weekly basis.
    • Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
    • Create sales and marketing strategies to generate new clients.
    • Prospect and win new accounts for the Group.
    • Seek opportunities for subsidiaries in each subsidiary’s business.
    • Attend Business Development meetings of all subsidiaries.
    • Give advisory support to all business units in the group.
    • Coordinates the networking of the Group and business units with prospects, operators and regulators.
    • Prepare weekly report on business development and marketing activities.
    • Consult with clients on the Group’s strategic products and services that are suitable for their needs.
    • Track revenue generation in order to facilitate the achievement of the Group’s budget.
    • Monitor decisions on business development and measure their impact.
    • Build a strong and long term relationship with clients.
    • Establish a network of referrals.
    • Examine business patterns, evaluate the fiscal statements, and assess potential competitors for clients’ businesses.

    Job requirements:

    • Bachelor’s Degree in Accounting or Finance or any related field
    • Minimum of 5 years’ experience in similar role in the financial services industry

    Method of Application

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