Chinyere Onuorah

Successful financial professional skilled in building personalized plans to meet short- and long-term financial goals. Build wealth and financial stability through diversified approaches. Accomplished in acquiring and retaining customers to maintain consistent business levels.

Investment Advisor - Palton Morgan Holdings - Lagos

(2024-10)

• Met revenue targets.
• Closed multiple luxury property investments valued at over ₦250M.
• Strengthened brand presence with international investors and HNIs through targeted campaigns and proposals.
• Assisted clients in selecting suitable programs and making informed investment decisions.

Relationship Manager - Optiva Capital Partners - Lagos

(2021-12 - 2024-04)

• Introduced investment immigration products exceeding ₦200 million in value.
• Successfully sold three high-value investment products, each over ₦350 million.
• Secured an average of eight in-house client visits monthly.
• Initiated and maintained long-term customer relationships.
• Served as primary point of contact for client orientation and complaint resolution.
• Assisted clients in selecting suitable programs and making informed investment decisions.

Wealth Advisor - Imperial Asset Managers

(2019-09 - 2021-06)

• Developed personalized investment strategies to align with client financial goals and risk tolerance.
• Increased the company's target AUM to a profitable position.
• Conducted in-depth market analysis to identify emerging investment opportunities for diverse portfolios.
• Collaborated with clients to assess financial needs and provide tailored wealth management solutions.
• Engaged in continuous professional development to stay abreast of regulatory changes and financial market trends.

Senior Marketing Officer - Bertola Machine Tool Limited

(2017-02 - 2019-08)

• Oversaw the marketing department ensuring effective promotion of company products.
• Developed marketing and sales strategies based on customer insights.
• Conducted market research to identify customer needs and business trends.
• Analyzed cost structures and managed budgets.
• Boosted company sales capacity and consistently exceeded sales targets.
• Organized staff engagement in customer marketplaces.
• Created and maintained a supply-chain database for customers.

Higher National Diploma (HND) - Banking And Finance - Institute of Management And Technology (IMT) (2006)

National Diploma (OND) - Banking And Finance - Institute of Management And Technology (IMT) (2003)