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Vacancy For A Relationship Manager (Port Harcourt) - Jobs/Vacancies - Nairaland

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Nocturnus Security Recruitment For Security Manager@ Port Harcourt,yenagoa & Abj / Vacancy: Customer Relationship Manager (CRM) / Customer Relationship MANAGER Wanted Urgently (2) (3) (4)

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Vacancy For A Relationship Manager (Port Harcourt) by DeGhost: 3:55pm On Jul 22, 2020
Sankore is an investment and advisory firm that provides an array of wealth and fund management services to individuals and institutions.

We are recruiting to fill the position of:

Job Title: Relationship Manager

Location: Port-Harcourt, Rivers

Job Description

Client Service:
Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
Extensive communication with clients and their Advisors
Discuss investment performance, economic and market trends
Direct consultation with attorneys, accountants and other Advisors on financial, tax and estate planning
Client meeting planning, facilitation and presentation
Develop and/or deliver private wealth education sessions to clients and staffStrategy:
Provide strategic and focused product ownership for Portfolio Management and Advise platforms
Define and drive the road map for these platforms for the near, medium and long term
Maintain business cases and key performance indicators and coordinate with larger company goals
Partner with stakeholders and user groups from other teams
Research new and emerging trends and technologies in areas of portfolio Management and Financial Planning

Investment Management:
Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
Implementation of investment plans
Translate investment policy to individual investment objectives
Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to re-balance
Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
Manage investment transition for new clients
Plan strategies for diversification

New Business Development:
Develop leads and referrals from current clients and outside contacts
Seek to increase current accounts through additions to AUM
Secure Partnerships, develop marketing plans and grow revenue
Offer value-added fee-based services
Participate in sales meetings with prospective clients.

Bachelor’s degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
MBA is an added advantage
Five (5) years’ experience running medium to large Wealth Management Projects
At least three (3) years of Product Management experience
Candidates must be resident in Port Harcourt.

Desired Attributes:
Strong knowledge of the Financial Industry, specifically in the areas of Portfolio Management and Financial Planning
Ability to thrive in fast-paced environment, reacting quickly to changing market/industry variables
Ability to foster a culture of collaboration, innovation and team work
Excellent communication and interpersonal skills with a customer service focus
Ability to act and operate independently with minimal supervision to accomplish objectives
Good sales and negotiation skills
Ability to analyze and research information

Application Closing Date
31st July, 2020.

How to Apply
Interested candidates can apply online via the company's website: https://sankore.com/careers/

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