Quality Assurance Portfolio Supervisor at the Concept Group


The Concept Group is a holding company for companies established in 1992. Subsidiaries under the Group include: Rosabon Financial Services – Nigeria’s Leading Financial Intermediary and Equipment Leasing Company, Concept Nova – Bespoke Enterprise IT Solutions Company,Percy Aitkins – Bureau De Change.

We are recruiting to fill the position below:

Job Title: Quality Assurance Portfolio Supervisor

Location: Lagos
Employment Type: Full-time

Job Summary

  • The QAPS will enable Increased client retention by ascertaining and profiling clients brought on board as well as ensure the maintenance of positive client relationship.

Duties & Responsibilities

  • Work closely with relationship officers to manage client investment accounts.
  • Work with sales team to properly profile clients
  • Create reports on investment performance and activity
  • Communicate with clients about their accounts, market conditions and economic trends
  • Commensurate acceptable levels of risk based on client instructions
  • Handle financial products as required
  • Work together with investment research teams to identify investment opportunities
  • Supervise relationship officers and report on their performance
  • Report on client retention and acquisition
  • Conduct periodic market research on competitor space
  • Serve as admin for leads and client management software
  • Portfolio management and report

Qualifications / Requirements

  • Bachelor’s Degree in Business, Finance, Investment or a related field preferred
  • Three to five years of relevant experience
  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment.
  • Strong understanding of investment strategies and risk management

Job Knowledge:

  • Analytical proficiency
  • Ability to use CRM tools
  • Advance use of Microsoft tools (Word, excel, PowerPoint etc.)
  • Strong analytical and problem-solving skills

Skills / Competencies:

  • Excellent verbal and written communication skills
  • High interest in and enthusiastic about economic and financial market trends.
  • Exceptional customer service with a client focus
  • Flexible to travel to meet clients as required
  • Able to sit in front of the computer for long hours at a time.

Application Closing Date
Not Specified.

Method of Application
Interested and qualified candidates should send their CV to careers@conceptgroup-ng.com using the Job Title as the subject of the mail.


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