Wealth Officer
Wealth Officer
Posted on :
05-02-2025
Employer Active
1 Vacancy
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Job Description
Our client is a leading investment banking and financial advisory firm with expertise in mergers & acquisitions capital raising project and structured finance and rating advisory services in Nigeria and Africa looking to hire a Wealth Officer.
Wealth Officer Liability Generation you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company. You will work closely with highnetworth individuals families and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.
Job Responsibilities:
Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
Identify and cultivate relationships with highnetworth individuals families and institutions to generate new business opportunities.
Conduct indepth financial analyses to understand clients financial goals risk tolerance and investment preferences.
Recommend and implement wealth management solutions that meet clients needs and generate liability for the company.
Collaborate with internal teams including finance managers to deliver integrated wealth management solutions.
Stay informed about market trends and developments in wealth management and liability generation.
Meet or exceed revenue targets and other performance metrics.
Participate in marketing initiatives networking events and industry conferences to raise the firm s visibility and attract new clients.
Act as liaison between the firm and clients; representing firm to clients and clients to firm.
Regularly provide feedback to the Asset Management team from interactions with potential & existing clients
Education & Requirement:
Bachelor s degree in business administration Finance Economics or a related field; MBA or relevant master s degree is a plus.
Only candidates with a minimum of 3 years experience in business origination and currently working in a similar role and in a Tier 1 and Tier 2 Commercial Banks or Asset Management Companies focusing on retail SMEs and corporate clients.
Proven track record of generating liability and driving business growth.
Strong understanding of wealth management products and services.
Excellent communication and interpersonal skills.
Preferred experience delivering on targets deposit mobilization reporting and presentation skills.
Demonstrated track record of success in managing client relationships delivering investment performance and achieving business growth targets.
Strong understanding of financial markets investment products and portfolio management principles.
Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
Proven ability to work independently prioritize tasks and meet deadlines in a fastpaced environment.
Proficient in the use of Excel Word and PowerPoint
Employment Type
Full Time
Key Skills
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