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.
