Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
119666
Job Views
95

Job Description






Description




  • The Wealth Manager will be expected to facilitate business growth through the sales of deposit products across retail, high network individuals (HNI) and corporate clients, meeting a monthly deposit mobilization target of minimum of 150 million naira.



Responsibilities




  • Meet deposit mobilization target of 150 million naira on a monthly basis

  • Deploy high-end presentation tools and skills towards the attainment and management of deposit clients

  • Foster beneficial and long-term relationships with new and existing clients to retain and attract new business

  • Establish, develop, and manage a strong pipeline and network of clients for our products

  • Employ a variety of means to keep abreast of industry trends and company product knowledge

  • Deliver increasing deposit portfolio performance and provide regular reports

  • Engage products team on the development of new products and the selection of appropriate investment strategies compatible with retail client investment goals and risk appetite.

  • Analyse clients' investment portfolios and determination of asset re-allocation opportunities to generate additional yield or minimize investment risk, based on existing products



Requirements




  • Minimum of 3 years sales and business development experience in banking/financial sector dealing with HNI clients

  • Deposit mobilization, reporting and presentation skills

  • Demonstrate good understanding of cross border fund schemes and investment tools 

  • Possess a deep understanding of the Nigerian capital market will be an added advantage 

  • Demonstrate an understanding of asset management services, trends including portfolio management, financial planning, client reporting, etc.

  • Possess a strong understanding of financial markets, investment concepts and processes



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