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Wealth Manager

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience 5 – 10 years
  • Location Lagos
  • Job Field Finance / Accounting / Audit&nbsp

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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