• Application Deadline:
• Position: Wealth Management Executive (IMTT)



• Job Type Full Time



• Qualification BA/BSc/HND , OND



• Experience 1 - 3 years



• Location Abuja , Kano , Lagos




• Job Field Finance / Accounting / Audit 
  
  

Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.


• This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.


• They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.


• The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm. This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.


• A neat and presentable appearance is crucial in building trust and confidence with our clients.


• While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.

Duties and Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.


• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.


• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.


• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.


• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.


• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.


• Any other tasks as assigned by the line manager.

Qualifications

• Candidates should possess a ND, HND or its equivalent in any field.


• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus


• Charismatic personality with excellent communication and presentation skills.


• Smart and sharp Professional outlook


• Ability to work independently and meet ambitious targets.


• Adept at building and maintaining client relationships.


• High ethical standards and integrity in all financial dealings, placing the clients' best interests at the forefront.

Skills/Competencies:

• Exceptional interpersonal and relationship building skills.


• Ability to establish trust and credibility with clients.


• Effective communication to understand and address clients' financial goals.