Wealth Manager
Wealth Manager
Posted on :
02-01-2025
Employer Active
1 Vacancy
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Job Description
Our client is a Nigerian. Financial services provider that operates as a licensed commercial bank. Due to expansion our client is in need of a WEALTH MANAGER.
LOCATION: LAGOS
JOB RESPONSIBILITIES:
- Independently identify and acquire new clients for wealth management services through prospecting networking and relationshipbuilding.
- Conduct financial needs analysis and present tailored wealth management solutions to clients aligning with their financial goals and objectives.
- Foster strong longterm relationships with clients by providing exceptional service addressing inquiries and staying informed about changes in their financial circumstances.
- Stay abreast of industry trends market conditions and competitor offerings to effectively position the company s wealth management services.
- Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
- Provide regular reports on leads client acquisition and revenue generation highlighting achievements and areas for improvement.
JOB REQUIREMENTS:
- Bachelors degree in any field.
- 315 years experience within financial services specifically wealth management.
- Charismatic personality with excellent communication and presentation skills.
- Professional outlook
- Ability to work independently and meet ambitious targets.
- Adept at building and maintaining client relationships.
- High ethical standards and integrity in all financial dealings placing the clients best interests at the forefront
Employment Type
Full Time
Key Skills
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