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Wealth Manager

WorkNigeria
Lagos, Lagos State
Full time
1 day ago
Today
W

Wealth Manager

Worknigeria

Accounting, Auditing & Finance

Lagos Full Time
Confidential
  • Minimum Qualification :
  • Experience Level : Senior level
  • Experience Length : 5 years

Job Description/Requirements











The Wealth Manager will be responsible for the initiation, development, and growth of our share of target markets; and increase of Assets Under Management (AUMs) with specific focus on corporate/Institutional clients.










Responsibilities


  • Implement strategic and innovative wealth management propositions across all products and platforms.
  • Introduce strategic partnerships and innovations to enhance our value proposition.
  • Initiate and develop client relationships in identified target markets.
  • Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
  • Responsible for managing clients' portfolios.
  • Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
  • Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
  • Provide leadership to drive AUM and profitability targets.
  • Monitor financial market developments and propose innovative solutions to address client needs/expectations.
  • Provide regular market reports to management.



Requirements & Qualifications


  • At least 5 years of proven experience in wealth management, financial advisory or a similar role.
  • Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
  • Strong relationship management skills.
  • Extensive knowledge of finance, economics, and current developments in the industry.
  • Good understanding of the company's business.
  • Top-notch Communication skills - oral, written, and presentation.
  • Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
  • Result oriented.
  • Strategic thinking and leadership capabilities.
  • Strong mathematical, analytical, and critical thinking skills.
  • Demonstrate a strong sense of integrity, dependability, and confidentiality.
  • A self-starter who is also a good team player.
  • Proficiency with Microsoft Office suite.



Salary - N10M - N20M Annual Gross Salary











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