The Role
Act as the primary point of contact for high-net-worth clients: manage premium onboarding (KYC), resolve platform issues, maintain CRM records, monitor portfolios, and identify upsell opportunities while collaborating with senior relationship managers, asset management, and compliance.
Summary Generated by Built In
Role Overview
We are looking for a smart, highly articulate, and commercially minded Relationship
Associate to support our growing base of High-Net-Worth (HNI) clients. In this
entry-level role, you will act as a dedicated customer success advocate and growth
partner. You will guide HNIs through their onboarding journey, resolve their platform
needs with white-glove care, and build the deep trust required to identify upselling
opportunities and drive growth in Assets Under Management (AUM).
If you are a natural relationship-builder who loves the financial markets and wants to
learn how to manage and sell to premium clients, this is the perfect place to start your
career.
Key Responsibilities
● White-Glove Customer Success: Act as the dedicated, day-to-day point of
contact for HNI clients. Answer questions, resolve operational issues, and ensure
a seamless, premium platform experience.
● Premium Onboarding: Personally guide new high-value clients through the
registration, documentation (KYC), and first-time deposit processes with high
attention to detail.
● Relationship-Led Sales: Proactively engage existing clients to check on their
experience and introduce them to new or higher-value investment products to
help grow our AUM.
● Portfolio & Market Tracking: Learn to interpret market updates and
portfolio performance reports so you can confidently discuss them with clients.
● CRM & Account Management: Keep meticulous records of client profiles,
preferences, and feedback in our CRM to help the sales team personalize future
pitches.
● Team Collaboration: Work closely with senior relationship managers, asset
management, and compliance teams to resolve complex client requests quickly.
Qualifications & Experience
● Experience: 0–2 years of experience in high-touch customer success, premium
customer support, telesales, or client-facing roles (experience in a fintech, bank,
or investment firm is a plus).
● Communication Powerhouse: Flawless written and verbal communication
skills. You must be poised, professional, and comfortable interacting with affluent
clients.
● Interest in Capital Markets: A strong curiosity or basic understanding of how
the stock market, mutual funds, and dollar investments work (we will train you,
but you must be eager to learn fast).
● High Emotional Intelligence: Exceptional listening skills, empathy, and the
ability to build trust quickly over the phone or email.
● Organizational Discipline: Highly organized, proactive, and capable of
managing a list of premium accounts without letting details slip.
● Education: Bachelor’s degree in Finance, Business Administration, Economics,
Communications, or a related field.
Core Competencies
● The "Customer-First" Sales Mindset: You believe that giving great service is
the best way to drive natural sales and loyalty.
● Impeccable Integrity: Absolute discretion and professionalism when handling
sensitive client financial information.
● Coachability: A fast learner who takes feedback well and is eager to grow into a
full relationship management role.
Skills Required
- 0-2 years experience in high-touch customer success, premium customer support, telesales, or client-facing roles
- Bachelor's degree in Finance, Business Administration, Economics, Communications, or related field
- Flawless written and verbal communication skills; professional and poised with affluent clients
- Interest in and basic understanding of capital markets, mutual funds, and investments; eagerness to learn
- High emotional intelligence, empathy, and strong listening skills
- Highly organized and able to manage premium accounts without letting details slip
- Impeccable integrity and discretion handling sensitive client financial information
- Coachability and willingness to take feedback and grow into a full relationship management role
- Experience in fintech, banking, or investment firms
- Familiarity with CRM systems and account management best practices
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The Company
What We Do
Jobberman is Nigeria's leading career development and recruitment solutions company, focusing on connecting qualified job seekers with verified employers. Headquartered in Lagos, Nigeria, the company operates as an online job marketplace and career portal. It provides comprehensive online career development support, training services, and personalized HR solutions designed to empower job seekers and assist employers in finding the right talent.
