Team Member, Private Wealth Management at Alan & Grant

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
86658
Job Views
73

Job Description



Job Summary


Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing, and Financial Analysis. To be successful as a Private Wealth Manager, you should be able to interpret quantitative and qualitative data, possess strong marketing, sales, and negotiation skills, and you should have superior knowledge of wealth management. 


Responsibilities



  • Analyze financial information. 

  • Cultivate existing client relationships. 

  • Develop Wealth Marketing and Sales strategies. 

  • Manage Assets and client portfolios. 

  • Compliance and Risk Averse 

  • Business Development

  • Grow FUM


Requirements



  • Degree in Finance, Economics, Management, or related fields.

  • Minimum 4 years related experience in Financial Services

  • Relationship Management

  • Excellent Communication

  • Adaptability and Perseverance

  • Ability to understand complex information

  • Knowledge of Finance

  • Analytical Thinking

  • Strong numerical skills


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