Mutual Funds Officer

Company Overview

We are a Capital Market Conglomerate regulated by the Securities and Exchange Commission (SEC) with up to date market information to grow wealth in good time, and in an atmosphere of transparency. We expertly offer Wealth Management Services, Stockbroking Services, Registrar Services, Trustees Services and Corporate Financing. Our professional advisory services are always based on carefully considered research and delivered with objective integrity from a crop of professionals that remain the best hands within the financial services industry.

Position Summary
  • Job Title: Mutual Funds Officer
  • Job Location: Nigeria
  • Job Type: Full Time
  • Job Category: Finance and Admin

Job Descriptions

The purpose of this role is to generate new business in order to achieve the projected NAV for the company’s equity and money market funds as well as all retail products , also generating income in line with the set target of the company while generating new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing subscribers.


  • Identify, prospect and profile viable leads, appropriate target clusters, and devise strategies for penetration
  • Facilitate cluster presentations and develop apposite marketing pitch(es)
  • Establish a network of referrals
  • Drive NAV growth of both funds to achieve an increase of 50% of the existing NAV within one year
  • Ensure follow through on identified business generation strategies to achieve steady conversion of prospects to clients
  • Develop new sales/marketing strategies to attract new clients and ensure achievement of the NAV of both funds
  • Leverage on Social media platforms to social media engagement and top of mind awareness of the mutual funds
  • Respond to all subscription inquiries and requests on all electronic platforms

Desired experience
At least 2 years’ experience selling mutual funds or related products

A first degree in any discipline from a reputable higher institution

Desired requirements

  • Good presentation skills
  • Proficiency in usage of Microsoft office tools and social media platforms
  • Leadership skills
  • Proactive decision-maker
  • Self-Starter
  • Sound Ethics and integrity
  • Flair for business development and strategic thinking

Method of Application

  • Interested and qualified candidates should click the link below to apply
  • All applications must be filled and submitted online
  • Only qualified candidates will be contacted for further correspondence
No ratings yet.

Please rate this

More Information

  • This job has expired!
Share this job
Company Information
  • Total Jobs: 0 Jobs
  • Slogan Wealth Creation is Our FORTE
  • Location Lagos State
Connect with us
Contact Us
You accept our Terms and Conditions

Leave your thoughts

How to Set Up Job Alert(s)

How to Set Up Job Alert(s)

Setting up personalized job alert on CareerportalNg is very simple. You just need to;

  1. Create a candidate account.
  2. Sign into your Candidates Account
  3. Navigate to JOB ALERT from the Dashboard
  4. Add new job alert
  5. Fill out the form as you desire and submit.

You’ve just set up a personalized job alert on CareerportalNg, and when any job matching the description in your alert query is posted, the system will automatically notify you by mail.

Alternatively, Click here to Join Us on Telegram for Daily Job Update

Advertise with us Protection Status