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Vacancy: Wealth Manager - Jobs/Vacancies - Nairaland

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Vacancy: Wealth Manager by intereliate: 11:00am On Nov 09, 2023
Wanted for employment with a leading financial services provider.

Job Function: Wealth Manager

Employment Type: Full Time

Experience level: Experienced

Location: Lagos, Nigeria

Workplace Type: Hybrid

Must have skills

*Research Skills *Analytics Skills *Interest and Experience in Financial Markets *Ability to manage relationships with HNIs Sales and *Acquisition Client Acquisition

Good to have skills

*Excellent Communication Skills *Presentation Skills
*Proactiveness *Excellent Customer Service and *Relationship Management Skills

Qualifications

· 5-10 years of experience in business development, wealth management, financial advisory or a similar role.

· Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.

· 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.



Job Role

· 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.


Send your resume to intereliate@gmail.com
Subject: Wealth Manager Vacancy

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