Wealth Manager Team Lead

• Responsible for prospecting identifying and developing business for new clients.
  
• Develop and maintain client relationships.
  
• Identify new business opportunities and develop business strategies.
  
• Build a client base and follow up with the clients to close business deals.
  
• Develop business prospects for new and existing customers
  

• Customer Engagement and Feedback.
  
• Customer Retention.
  
• Prospecting and closing deals.
  
• Complaints Management.
  

• Fund Mobilization upon resumption (maximum of 60 days from the first day of resumption).
  
• Ensuring costeffective funds through deposits.
  
• Generate new business and leads
  

• Provide financial advisory to high networth clients and institutional entities on the ideal asset allocation structure.
  
• Deliver investmentrelated presentations to the management team and/or thirdparty clients as required.
  
• Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features
  

• Adherence to internal policies and compliance
  
• Detailed activity report and feedback to HOD
  
• Providing information and market insights to the investment team
  
• Effective deal/rate negotiation
  
• Provide information and resolve complaints of customers regarding their portfolios Including suggesting information about other tailored offerings.
  

• Obtain relevant certifications for career advancement.
  
• Participate in Knowledge Sharing sessions with a view to promoting customercentricity amongst staff.
  

• Management team
  
• Various functional heads within the business
  
• Agency network
  
• Business Development
  
• Finance and Fund Accounting
  

• Clients and prospects
  
• Colleagues from across the group
  

Requirements

• B.Sc Finance Business Administration Economics or any social science course.
  
• Relevant training and Industry certification is an added advantage.
  
• Candidate should have a minimum of 5 years postNYSC experience.
  
• Candidate should have Financial Institution but preferably Asset Management experience.
  
• Strong analytical written/verbal communication interpersonal and relationshipbuilding skills.
  
• Good knowledge of operational and regulatory environments.
  
• Excellent Excel skills.
  
• Ability to work well as part of a team.
  
• Time management and prioritization skills
  
• Quick learner with a positive attitude able to work efficiently under pressure while meeting deadlines.
  
• Possesses problemsolving skills.
  

• Integrity: Honesty probity and uncompromised service consistently at all levels and with all stakeholders
  
• Service: A desire to help or meet the needs of others. The ability to respond to the changing needs of the customer while maintaining a high standard of quality
  
• Customer Focus: Customer Focus is the willingness and ability to give priority to customers delivering highquality services that meet their needs
  
• Openness: Objective Honest and direct in communicating feelings and stance on any issue that would help advance a circumstance or issue
  
• Respect for Individual: The ability to hold every stakeholder in high esteem and value their input in service/product development and delivery.
  
• Excellence: To continuously seek to provide exceptional products and services to support aspirations for life and business with highimpact results
  

Benefits