Wealth Manager - Deposit Mobilization (Liability Asset) at Rosabon Financial Services

Job Overview

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

Additional Details

Job ID
55940
Job Views
116

Job Description



Job Description



  • Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.

  • Meet, maintain and exceed set targets

  • Cultivate new clientele on a regular basis.

  • Cultivate and maintain courteous and efficient relationships with clients.

  • Timely response to feedback and other customer-related issues or requests.

  • Participate in creating new and better marketing based on field experience.

  • Visit, engage prospects and maintain liability generated

  • Propose services, up-selling and cross-selling whenever possible

  • Increase number of Treasury services taken up by Clients

  • Ensure the effective, high-quality management of Clients

  • Conduct periodic competitor analysis, reviewing product rates and requirements

  • Prepare and send a periodic report to management

  • On-board and manage subordinates to maintain a consistently high number of prospects, and with a high conversion rate

  • Evaluate structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc.


Requirements



  • Minimum education level - First Degree in any discipline from a reputable academic institution. Post-graduate qualification(s) and professional membership will be an added advantage.

  • Demonstrated track record of meeting / exceeding targets as an individual contributor.

  • Successful experience building a territory from little or nothing.

  • Working knowledge of deal structuring and closing principals.

  • Strong communication and networking skills.


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