Job Title: Wealth Manager, Institutional Sales Business Development
Location: Victoria Island, Lagos
Employment Type: Full-time
Duties and Responsibilities
- Drive deal origination across group entity products.
- Drive the maintenance, nurturing and retention of existing clients.
- Drive the onboarding of new individual and institutional clients,
- Conducting planning services.
- Managing investments.
- Buying and selling g investment securities on behalf of the client
- Adhere to all regulatory requirements. Nil penalties and loss of income due to regulatory infractions.
- Advising clients on financial products and services.
- Conduct needs analysis and risk profiling for all clients prior to onboarding them.
- Customer satisfaction ratings at 100.
- Drive the execution of both the corporate strategic and initiatives.
- Contribute toward the development of new products and /or areas of product improvement.
- Competition watch: Provide monthly report on competitor’s offering with recommendation.
- Efficiently maintain clients record. Minimum rework and absence of error reports, analysis and presentation.
Job Summary
- We are looking for a wealth Manager to be responsible for offering official advice and services that will assist clients in their financial endeavours.
- Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.
- To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skils.
- The responsibilities of wealth manager include providing financial advice to high net-wealth client, Conduct financial planning, investment management, and assist in preserving and generating wealth for clients.
Requirements
- 3-4 years experience in a Merchant/Investment/Commercial Bank.
- Professional qualifications in relevance field I.e CIMA, CFA, CIS, ICAN, CIBN.
- Second degree (MBA or MA/MSc).
- First (BA/BSc) in numerate discipline.
Comptency and Skill requirements:
- Strong strategic orientation. Excellent customer relationship development/management.
- Strong knowledge of Mutual Funds Operations, Investment Management and Fund Administration.
- Strong managerial and leadership skills.
- Good product development and portfolio management capabilities
- Knowledge and understanding of financial products.
- Strong knowledge and understanding of the international/local financial markets.
- Deciding and initiating
- Ability to develop and maintain strategic partnership/alliances with the Nigerian Asset Management industry.
- Excellent communication and interpersonal/relation management skills.
- Strong quantatative and qualitative skills.
- Knowledge of local and international investment operations.
- Good analysis skills, problem solving and conflict resolution skill.
- Extensive experience in working in technology and /or business roles within a company
- Deep knowledge of business principles.
- Deep knowledge of business principles.
- Extensive experience in working in technology and /or business roles within a company.
- A solid understanding of technology
- Formulating strategies and concept.
- Formulating strategies and concept.
- Creating and innovating.
- Presenting and communicating information
- Creating and innovating.
- Applying to technology and expertise.
Salary
N480,000 – N600,000 / Month
Application Closing Date
3rd May, 2024.
How to Apply
Interested and qualified candidates should send their CV to: bricklanerecruitment@gmail.com using the Job Title as the subject of the email.