Senior Relationship/Wealth Managers at Culminate Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
11065
Job Views
95

Job Description



Remuneration: 600k- 850k Monthly net (Performance Bonus)

Roles and Responsibilities:



  • Source for new clients and expand client network in professional and social settings.

  • Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.

  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies.

  • Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.

  • Relate with investment analysts to assess financial information and investment opportunities.

  • Use relevant financial models to project future earnings and profit potentials.

  • Monitor the financial market trends to promote better decision making and advise on funds management.

  • Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.

  • Comply with rules, regulations and legislation governing the financial services industry


Requirements:



  • First Degree; a Master’s degree is an added advantage.

  • Minimum of 6 years relevant work experience in a financial organization.

  • Strong command of excel and PPT.

  • Strong decision making and problem-solving skills.

  • Analytical Thinking and Time Management skills

  • Verbal and Written Communication skills

  • Attentiveness to Detail

  • Networking skills

  • Great Teamwork and Leadership ability


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