Aella Financial Services seeks a Retail Investment Executive

Aella Financial Services is in need of a Retail Investment Executive who will be responsible for managing investment portfolios, analyzing investment opportunities, developing effective investment strategies, and overseeing business activities.  This role requires a skilled professional with strong investment expertise and a passion for delivering results in a dynamic financial services environment.

Aella Financial Services is located in Lagos, Nigeria and the role is an hybrid one. Applicants for this role must have 3 to 5 years experience in retail investment.

Key Responsibilities

These are the responsibilities required from the Retail Investment Executive:

• Manage and oversee investment portfolios for retail clients.
• Analyze and evaluate investment opportunities to ensure optimal returns.
• Develop and implement investment strategies aligned with clients’ financial goals and risk tolerance.
• Collaborate with internal team to identify and pursue business development opportunities.
• Provide expert advice and insights on market trends, economic factors, and investment products.
• Build and maintain strong relationships with clients, ensuring exceptional service and satisfaction.
• Prepare detailed investment reports and presentations for clients and stakeholders.
• Work independently and collaboratively to achieve organizational objectives.

Qualifications and Skills

The qualifications and skills required for the role at Aella Financial Services include:

1. Education: Bachelor’s degree in Finance, Economics, or a related field.
2. Investment Expertise: Proven experience in investment management and analysis
3. Analytical Skills: Exceptional analytical abilities to assess financial data and trends.
4. Strategy Development: Demonstrated experience in developing effective investment strategies.
5. Communication and Interpersonal Skills: Strong ability to communicate effectively and build relationships with clients.
6. Industry Experience: 3-5 years of relevant experience in the financial services industry is highly preferred.
7. Teamwork and Independence: Ability to work both independently and collaboratively in a team environment.

For more details and to apply, kindly check the form page of the role at the Aella Financial Services