• Application Deadline:
• Position: Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 6 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Job Description

• We’re currently looking to hire a wealth manager to source and persuade high-end corporate and individual customers to invest in our product.


• The ideal candidate must be target & result-oriented, innovative, and detail-oriented with great communication skills.


• Also, you must cultivate new clientele regularly while increasing the number of treasury services taken up by clients.

Job Responsibilities:

• Create and implement a business plan for identified target market.


• Source for potential new high-end clients.


• Persuade them to invest.


• Maintain old and current deposit customers.


• Inform client of deposit status.


• Ensure the application for a fixed deposit account is correctly filled out and registered.


• Create and enhance new methods for rewarding interest to depositors.


• Develop and implement innovative, alluring value-added deposit products with the team to increase deposit mobilization, deposit retention, and withdrawal attrition.


• Participate in the creation of cutting-edge savings products that address customer needs.


• Develop and improve novel strategies for paying interest on time and fixed deposits to depositors.


• Ensure all deposit products are marketed and sold.


• Attain the quota and targets set for deposit mobilization and other duties.

Job Requirements:

• Bachelor's degree or equivalent experience


• Strong communication and interpersonal skills


• Proven knowledge and execution of successful development strategies


• Focused and goal-oriented


• Must have ability to manage a team.


• Must have knowledge in statistical analysis as used in and revenue generation.


• Must have proven ability to interact with high profile clients.


• Applicant must be creative, pro-active, have the ability to “think outside the box” and accept or create new ideas and take calculated risks on new products and process development


• Proven track records of previous business opportunities


• Experience in Portfolio Management roles with a track record of 3- 6 years


• 3 - 6 Years' Relevant experience in a financial institution, Retail banking, Micro Finance and Investment Organization


• Established record of developing and maintaining investment Portfolio of HNI Client