• Application Deadline: Thu, 20 Jul 2023 00:00:00 GMT
• Position: Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 7 - 8 years


• Location Lagos


• Job Field Sales / Marketing / Retail / Business Development 
  

Job Responsibilities:

• Responsible for the assigned Asset Management Business Development with respect to Private and Personal Business


• Liability / Deposit Mobilization


• Formulate strategies and plans around, Individuals, institutional, and wealth management businesses to enable the organization to secure profitable business relationships.


• Identify potential sales growth opportunities across all business sectors and work with the portfolio and fund management team to grow the Asset under Management.


• Develop and manage customized investment portfolios and discretionary funds for institutions and corporates


• Actively contribute to the development and implementation of strategies geared towards the attainment of stated sales and distribution objectives of the firm and anchor several product development initiatives for a broad client base.


• Identify business opportunities to generate from the financial institutions' sector- insurance companies, pension funds administrators, investments &finance houses, and capital market operators.


• Analyze financial statements to establish the viability of the investment proposals by clients


• Offer investment advisory services and deliver a wide range of investment solutions to clients


• Market a comprehensive range of financial products- structured deposits, treasury solutions, brokerage, and advisory services to potential clients across different states in Nigeria.


• Preparation of budget reports and reports on monthly performance reviews for the team and group. Other duties as assigned by the Managing Director / ED, Business Development / Head, Private Wealth Management


• Other duties as assigned by the Group Divisional Head & Managing Partners.

Job Requirements:

• Minimum of a Bachelor’s Degree in any Marketing and Business Development-related discipline


• Minimum of 5 years relevant experience with an emphasis on banking/asset management


• A minimum of five (7) years’ work experience in a similar role, with at least 4 years in a lead position


• Knowledge of financial services/Alternative and Structured Investments / Assets and Liabilities Management (ALM)


• Good knowledge of retail, institutional Sales & Wealth management


• Strong quantitative and qualitative analysis skills.