Wealth Manager
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience 5 – 10 years
- Location Lagos
- Job Field Finance / Accounting / Audit 
Responsibilities
- Implement strategic and innovative wealth management propositions across all products and platforms.
- Introduce strategic partnerships and innovations to enhance our value proposition.
- Initiate and develop client relationships in identified target markets.
- Maintain existing client relationships to increase wallet size and generate leads to purchase investment products.
- Responsible for managing clients’ portfolios.
- Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
- Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
- Monitor financial market developments and propose innovative solutions to address client needs/expectations.
- Provide regular market reports to management.
Requirements
- Minimum of a Bachelor’s Degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
- 5-10 years of experience in business development, wealth management, financial advisory or a similar role.
- Experience in Corporate banking/Affluent Banking/Private Banking/Asset Management
- Strong relationship management skills.
- Extensive knowledge of finance, economics, and current developments in the industry.
- Good understanding of the company’s business.
- Top-notch Communication skills – oral, written and presentation.
- Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
- Result oriented.
- Strategic thinking and leadership capabilities.
- Strong mathematical, analytical, and critical thinking skills.
- Demonstrate a strong sense of integrity, dependability, and confidentiality.
- A self-starter who is also a good team player.
- Proficiency with Microsoft Office suite.
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Method of Application
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