• Application Deadline:
• Position: Head Credit and Investment


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 7 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Roles And Responsibilities

• Support and manage all areas of the wealth management/liability generation function.


• Create and develop a team of strong wealth managers with the right skill set to grow the organization’s portfolio.


• Develop strategic relationships with Nigeria's HNIs and UHNIs and provide them with wealth management services.


• Assist customers in validating their present investment goals and developing recommendations.


• Oversee the implementation of innovative wealth management products and services.


• Help drive deal origination and market penetration, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity, and competitive intelligence.


• Maintain periodic contact with existing clients and act as an intermediary between the clients and the rest of the business for various activities.


• Perform key sales management activities.


• Support in hiring, coaching, and motivating a team of Wealth Managers to achieve and exceed defined sales benchmarks and goals.


• Manage and take responsibility for the P&L of the overall Wealth Management business.


• Update clients regularly on markets, portfolio performance, investment opportunities, and risks.


• Partner with the client, which includes (but is not limited to) updating KYC information, hosting client meetings, monitoring funds/asset transfers, and managing ad-hoc client requests.


• Collaborate with other members of the team to give high-quality client service.


• Keeping track of clients, revenues, and account performance on a regular basis.


• Collaborate with other teams to achieve all compliance, regulatory, risk management, operational, and due diligence needs, as well as internal policy compliance.

Requirements

• Experience with leading and creating a high-performing wealth management team.


• You have 7+ years of relevant work experience in a financial organization and wealth management/liability generation/deposit mobilization.


• Strong command over Google Sheets, MS Excel, and PPT.

Other Core Competencies Required:

• People Management


• HNI Management


• Decision Making.


• Problem Solving.


• Analytical Thinking.


• Verbal and Written Communication skills.


• Attentiveness to Detail.


• Time Management.


• Networking skills.


• Teamwork.


• Leadership ability.

Benefits:

• Private Health Insurance


• Pension Plan


• Group-life insurance