Wealth Manager at Zedcrest Capital Limited

Job Overview

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

Additional Details

Job ID
66030
Job Views
80

Job Description



Responsibilities



  • Implement strategic and innovative wealth management propositions across all products and platforms.

  • Introduce strategic partnerships and innovations to enhance our value proposition.

  • Initiate and develop client relationships in identified target markets.

  • Maintain existing client relationships to increase wallet size and generate leads to purchase investment products.

  • Responsible for managing clients’ portfolios.

  • Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.

  • Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.

  • Monitor financial market developments and propose innovative solutions to address client needs/expectations.

  • Provide regular market reports to management.


Requirements



  • Minimum of a Bachelor's Degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.

  • 5-10 years of experience in business development, wealth management, financial advisory or a similar role.

  • Experience in Corporate banking/Affluent Banking/Private Banking/Asset Management

  • Strong relationship management skills.

  • Extensive knowledge of finance, economics, and current developments in the industry.

  • Good understanding of the company's business.

  • Top-notch Communication skills - oral, written and presentation.

  • Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.

  • Result oriented.

  • Strategic thinking and leadership capabilities.

  • Strong mathematical, analytical, and critical thinking skills.

  • Demonstrate a strong sense of integrity, dependability, and confidentiality.

  • A self-starter who is also a good team player.

  • Proficiency with Microsoft Office suite.


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