Job Summary

• We are looking to hire a dynamic, client-oriented professional to lead the management and growth of relationships with our retail, high-net-worth, institutional clients, and strategic partners. The ideal candidate should possess a strong grasp of capital market instruments—particularly equities and fixed income securities—and demonstrate exceptional interpersonal and business development skills essential for driving client satisfaction and long-term engagement.

Job Details

Client Relationship Management:Â

• Act as the primary liaison for both existing and potential clients, ensuring a seamless and professional experience.
• Provide expert guidance to support and enhance the effectiveness of the external sales team.
• Assess clients’ investment goals and deliver customized solutions aligned with current market offerings.
• Equip clients and partners with knowledge on trading platforms, available investment products, and evolving market trends.
• Facilitate internal and external team training to strengthen their ability to identify and convert market opportunities.
• Lead client onboarding processes while driving engagement, retention, and satisfaction through consistent follow-ups and performance updates.
• Proactively monitor client portfolios and promptly address inquiries or issues to maintain strong client trust and loyalty.

Partner & Institutional Relationship Management

• Serve as Sales Trader to institutional clients and partners
• Develop and maintain relationships with institutional clients, investment firms, and key partners.
• Coordinate partnership initiatives to enhance product visibility and distribution.
• Facilitate collaboration with banks, fintechs, wealth managers, and other internal and external stakeholders.
• Represent the firm in industry events, meetings, and networking engagements.

Business Development & Strategy:Â

• Identify new business opportunities and drive initiatives to expand market share.
• Work closely with the research and trading teams to align product offerings with market demand.
• Contribute to marketing strategies and campaigns targeting specific client segments.
• Track relationship KPIs, prepare periodic reports, and provide insights to management and the Board of Directors.

Product Expertise & Knowledge Sharing

• Serve as a subject matter expert (specialist)on the firm’s products and services.
• Lead internal training sessions, cross-functional knowledge-sharing initiatives, and external webinars when required.

Compliance and Ethics:

• Consistently adhere to the company’s standard operating procedures and internal controls.
• Maintain accurate records and ensure proper documentation and reporting of all transactions and client onboarding activities.
• Uphold internal policies related to client relationship management and maintain the highest standards of professional conduct.
• Ensure full compliance with the regulatory requirements of SEC, NGX, FMDQ, and other relevant authorities.
• Stay informed on updates to regulatory guidelines governing client and partner interactions.
• Work collaboratively to ensure that all client-facing communications, including marketing and research materials, comply with applicable laws and industry standards.

Cross-Functional Collaboration:Â

• Foster seamless collaboration with customer experience (call centre and front office),
• Collaborate with research for market intelligence and specialised reports as requested by clients or partners
• Work closely with compliance, operations teams ensuring adequate reporting and smooth operations to better client experience in line with regulation
• Synergize with Data, marketing, and group business development teams on delivering sales targets and improving marketing and sales.
• Collaboration outcomes should be clearly defined, measurable, and periodically reported to management.

Requirements

Qualifications & Experience:

• Bachelor’s degree in business administration, finance, social sciences, mathematics, or any related field.
• Minimum of 3 years’ experience in relationship management within capital markets.
• CIS is an added advantage.
• Strong understanding of NGX and SEC policies
• Strong knowledge of Nigerian capital markets, including equities and fixed income instruments.
• Excellent communication, negotiation, and interpersonal skills.
• Experience working with Order Management Systems (OMS), CRM systems and other trading platforms.