Relationship Manager – Institutional Asset Management At ARM Life

ARM Life is the subsidiary of Asset & Resource Management Company Holdings (ARM).

Its parent company, ARM Hold Co is one of the largest non-bank financial services firms in Nigeria with a focus on asset management. Established in 1994, ARM started operations as a traditional asset management company specialising in the management of quoted equities and fixed income securities.

However, over the years, the Firm has taken advantage of opportunities in various sectors of the Nigerian economy and has proven its ability to identify and develop new strategic businesses and integrate these to strengthen its asset management business model. This ability has resulted in the evolution of the Firm into a diversified financial services institution with businesses divided into two distinct parts within which various products and bespoke asset management services are offered to our diverse clients, focusing on Traditional Asset Management and Specialised Funds. ARM currently manages total assets of over N500bn.

ARM Life has a strong track record in the group life insurance sector with favourable references across the industry. It is licensed and regulated by the National Insurance Commission of Nigeria (NAICOM) to underwrite Life, Annuity and Health insurance.

Job Title: Relationship Manager – Institutional Asset Management

Job Summary

The Institutional Asset Relationship Manager is responsible for: • Managing institutional client relationships by providing investment advice of superior quality and ensuring clients’ investment portfolios are always optimally structured in line with the mandates. • the evaluation, design and oversight of our Institutional clients’ total financial plan. This includes creation and management of Employee’s welfare schemes, Reserve Funds, Asset Liability Management plans, Investment Asset Allocation, and Client reporting. • Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.

Principal Duties and Responsibilities

Develop a good understanding of the business and services
Excellent service delivery to existing clients to ensure we retain current business and increase our share of the clients’ wallet.
Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
Marketing of potential clients (scheme members) to achieve a conversion rate that ensures the Business targets for value of funds under management for the period is achieved.
Active involvement in preparation of financial year budget and development & implementation of strategies to achieve this budget
Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
Work closely with supervisor to understand the strategic direction for the  business
Generation of new and creative ideas for new products development, to broaden the range of investment management service available to existing and potential clients
Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc
Active involvement and participation in BD and companywide meetings/forums
Working as a team player by relating well with and providing back-up support to other members of the IAM team
Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet and formal training programmes
Maintaining a professional outlook and conduct at all times to project a positive image for ARM IM
Development of a personal scorecard for current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the score card

Daily Activities/Tasks

Managing existing client relationships
Sourcing new businesses/product development
Reviewing clients’ profiles and financial objectives
Working closely with other units to ensure clients’ expectations are being met
Other Requirements

Required knowledge, skills and abilities

Knowledge of Asset & Investment Management and the Financial Services Industry at large.
Good multitasking capabilities
Good analytical and problem solving skills
Issues Management ability
Good telephone manners
Proficiency in the use of Microsoft Word, PowerPoint, Excel and other spreadsheet applications
Generic Skills

Ability to work well under pressure
Very good interpersonal skills
Excellent verbal and written communication skills
Result-oriented
Service orientation
Customer focus
Good telephone manners
Supervisory Skills

Client relations
Strong organizational skills

How to Apply

Click Here to Apply Online


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