Wealth Management Executive (IMTT) at Rosabon Financial Services

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
2 months ago

Additional Details

Job ID
112545
Job Views
39

Job Description






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.



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