Relationship Officer (HNI) Job at Eazzy Tranzact

Eazzy Tranzact is a licensed and trusted Fintech business currently operating in Nigeria, the UK, Kenya, and Canada, ensuring our operations adhere to the highest standards of compliance and professionalism. Our primary goal is to provide customers with a seamless and convenient way to send money globally. With a commitment to excellence, we have established ourselves as a reliable partner for both individuals and businesses seeking efficient remittance services. At EazzyTranzact, our goal is to make international remittances simple, reliable, and stress-free, whether for personal, family, or business purposes.

We are recruiting to fill the position below:

Job Title: Relationship Officer (HNI)
Job Location: Lekki, Lagos
Employment Type: Full Time

Job Description

• We are seeking a knowledgeable and experienced Relationship Officer (HNI) to join our team.
• The ideal candidate will have a strong background in investment strategies, financial planning, and client relationship management.
• This role involves developing customized investment portfolios, advising clients on financial decisions, and ensuring that their wealth management strategies align with their long-term objectives.

Key Responsibilities

• Business Development: Identify and pursue opportunities to grow the client base. Participate in networking events and marketing initiatives to attract new clients and expand business.
• Client Advisory: Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and investment preferences. Provide tailored investment advice and financial planning services.
• Financial Planning: Assist clients with comprehensive financial planning, including retirement planning, estate planning, tax strategies, and other financial matters.
• Performance Monitoring: Regularly review and analyze clients' investment performance. Provide updates and reports to clients, making recommendations for adjustments as needed.
• Investment Strategy: Develop and manage personalized investment strategies for clients, including asset allocation, portfolio construction, and risk management.
• Market Analysis: Stay informed about market trends, economic conditions, and investment opportunities. Use this knowledge to make informed recommendations and adjustments to clients’ portfolios.
• Compliance: Ensure all investment activities and advice adhere to regulatory requirements and company policies. Maintain up-to-date knowledge of industry regulations and best practices.

Qualifications

• Education: Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
• Experience: A minimum of 3 years of experience in investment management, wealth management, or a related field.

Skills:

• Ability to develop and maintain client relationships.
• Strong analytical and quantitative skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial planning software and investment platforms.
• Deep understanding of investment products, financial markets, and regulatory requirements.

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health insurance, retirement plans etc
• Opportunities for professional development and career advancement.
• A collaborative and dynamic work environment.

Method of Application
Interested and qualified candidates should send their CV, Cover Letters, and copies of all academic certificates in one document to: careers@compugeen.com using "0802" as the subject of the mail.

Note

• Applications should be addressed to the” HR Department”.
• Applications received after this date and time will not be considered.
• Unsuitable applications will not be acknowledged.