The Concept Group is a holding company for companies established in 1992. Subsidiaries under the Group include: Rosabon Financial Services – Nigeria’s Leading Financial Intermediary and Equipment Leasing Company, Concept Nova – Bespoke Enterprise IT Solutions Company,Percy Aitkins – Bureau De Change.

Job Position: Quality Assurance Portfolio Supervisor

Job Location: Lagos

Job Description

  • The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationship.

Job Responsibilities

  1. Work closely with relationship officers to manage client investment accounts.
  2. Work with sales team to properly profile clients
  3. Create reports on investment performance and activity
  4. Communicate with clients about their accounts, market conditions and economic trends
  5. Commensurate acceptable levels of risk based on client instructions
  6. Handle financial products as required
  7. Work together with investment research teams to identify investment opportunities
  8. Supervise relationship officers and report on their performance
  9. Report on client retention and acquisition
  10. Conduct periodic market research on competitor space
  11. Serve as admin for leads and client management software
  12. Portfolio management and report

Job Requirements

  1. Bachelor’s Degree in Business, Finance, Investment or a related field preferred
  2. Three to five years of relevant experience
  3. Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.
  4. Strong understanding of investment strategies and risk management

Job Knowledge:

  1. Analytical proficiency
  2. Ability to use CRM tools
  3. Advance use of Microsoft tools (Word, excel, PowerPoint etc.)
  4. Strong analytical and problem-solving skills

Skills / Competencies:

  1. Excellent verbal and written communication skills
  2. High interest in and enthusiastic about economic and financial market trends.
  3. Exceptional customer service with a client focus
  4. Flexible to travel to meet clients as required
  5. Able to sit in front of the computer for long hours at a time.

How to Apply
Interested and qualified candidates should send their CV to careers@conceptgroup-ng.com using the Job Title as the subject of the mail.

Tagged as: Quality Control