Associate Principal, Investment Advisory

About this role

The role is for an Associate Principal in Investment Advisory in Lagos, responsible for shaping and delivering the bank's investment advisory strategy to grow revenue, market share and profitability. It requires leading the Investment Advisory team and coordinating with product and relationship managers to provide client investment solutions and deepen client relationships.

What you would do

• Lead delivery of Investment Advisory services aligned to the bank's strategy
• Provide investment advice to clients and Relationship Managers to meet objectives
• Identify cross-selling opportunities and refer to other bank lines
• Market new investment products and analyse profitability of business opportunities
• Collaborate with Head of Investment Advisory on marketing initiatives and client acquisition
• Maintain records of client interactions and support branch visits for marketing and needs analysis

What they are asking for

• Professional qualifications or memberships relevant to banking/wealth management (as implied by role)
• Bachelor degree in a related field
• Experience in investment advisory, wealth management or relationship management
• Ability to lead a team and drive profitability and growth
• Knowledge of regulatory/compliance requirements in wealth and retail banking
• Strong client engagement and cross-selling capabilities

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