Head of Sales Wealth Management
Head of Sales Wealth Management
Posted on :
03-11-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Our client is Nigerias top financial intermediary and equipment leasing firm offering flexible leasing loan financing and financial planning. Due to expansion they are seeking to hire a Head of Sales (Wealth Management) to drive their wealth management services and oversee a highperforming sales team.
Location: Lagos
Job Responsibilities
- Streamline processes to boost efficiency and minimize turnaround time for wealth management activities.
- Regularly assess KPIs to pinpoint areas for improvement and ensure sales targets are met.
- Work with stakeholders to create and implement sales strategies that maximize productivity and sales potential.
- Manage the Lead Management System (LMS) and refine conversion strategies to enhance lead generation and conversion.
- Develop and execute process changes to improve customer satisfaction and sales efficiency.
- Design and implement monthly incentive programs to motivate teams and drive wealth management sales.
- Conduct competitor analyses to identify trends and recommend strategies to grow wealth management sales across regions.
- Inspire wealth management teams to achieve their objectives fostering a culture of excellence and continuous growth.
- Offer training and development to equip teams with essential skills and knowledge.
- Oversee team performance providing feedback and coaching to support growth.
- Work with stakeholders to advocate for policies that drive sales performance.
- Address negative client experiences that could impact brand positioning ensuring top service standards.
- Collaborate with other departments to ensure smooth workflow and alignment of objectives for wealth management.
- Forecast and plan manpower needed for wealth management teams across regions to meet business demands.
- Lead recruitment efforts with Talent Acquisition to attract top talent and build highperforming sales teams.
- Track wealth management team activities against targets and implement corrective measures as needed.
- Conduct appraisals and mentoring to support professional development.
- Visit regional offices to assess and support performance and implement improvement initiatives.
- Collaborate with HR on monthly salary computations for wealth management teams ensuring compliance with policies.
Job Requirements
- Minimum of 7 years of experience in sales management with a focus on wealth management or financial services.
- Strong understanding of wealth management products and sales strategies.
- Demonstrated ability to lead develop and motivate sales teams across multiple regions.
- Proficiency in using Lead Management Systems and CRM tools.
- Excellent interpersonal analytical and project management skills.
Proven experience (2+ years) in product management within the financial services sector, with a knowledge of wealth management products. Strong understanding of financial markets, investment products, and regulatory frameworks. Excellent analytical, strategic thinking, and problem-solving skills
Education
Bachelor s degree in Finance, Business, or a related field. Relevant certifications (e.g., CFA, CFP) is a plus.
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
