• Application Deadline: Sun, 20 Aug 2023 00:00:00 GMT
• Position: Business Development Executive


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 5 years


• Location Lagos


• Job Field Sales / Marketing / Retail / Business Development 
  

Job Responsibilities

• Focus on selling ValuAlliance wealth management services to high-net worth individuals and institutional clients by identifying potential clients, building client relationships, and providing high-quality service.


• Engage prospective clients with a view to identifying and understanding their needs and objectives and working with the investment team to provide recommendations suited to each client.


• Provide high-quality client engagement through scheduled client meetings and regular client interactions.


• Act as liaison between the firm and clients; representing firm to clients and clients to firm.


• Participate in internal investment review of clients’ investment portfolios.


• Work with the Investment Operations team, to ensure timely delivery of periodic portfolio reports and statements to clients.


• Regularly provide feedback to the Investment team from interactions with potential & existing clients.


• Achieve asset and revenue targets.

Qualifications and Experience

• 5 years experience in relationship management and sales experience within wealth management, private banking, trust, family office or financial planning industry.


• Demonstrated ability to understand clients’ financial situations.


• Good knowledge of financial markets


• Strong relationship management skills.


• Excellent communication (verbal & written) and interpersonal skills.


• Track record that demonstrates exceptional ability to grow revenue, assets, and client base.


• High achiever with an entrepreneurial spirit.


• Able to operate successfully in a team environment.


• Proficient in the use of Excel, Word and PowerPoint.

Personal Qualities:

• Strong commercial and results orientation


• Enthusiastic, ‘can-do’ attitude


• Demonstrates high level of professionalism & personal integrity.


• Passion for client service excellence


• Team player.

Remuneration

• Very attractive salary with benefits.