Wealth Manager

The Wealth Manager will play a crucial role in driving business growth and achieving deposit mobilization targets, meeting a monthly deposit mobilization target of minimum of 250 million naira.

Responsibilities

• Mobilize a minimum deposit of 250 million naira on a monthly basis
• Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
• Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
• Establish, develop, and manage a strong pipeline and network of clients for our products
• Employ a variety of means to keep abreast of industry trends and company product knowledge
• Deliver increasing deposit portfolio performance and provide regular reports
• Engage products team on the development of new products and the selection of appropriate investment strategies compatible with retail client investment goals and risk appetite
• Analyze clients' investment portfolios and determination of asset re-allocation opportunities to generate additional yield or minimize investment risk, based on existing products

Requirements

• Minimum of 3 years relationship management/sales/business development/wealth manager experience in banking/financial sector dealing with HNI clients(individual and Corporate)
• Excellent reporting and presentation skills, likewise Microsoft office skills
• Demonstrate good understanding of cross border fund schemes and investment tools
• Possess a deep understanding of the Nigerian capital market will be an added advantage
• Demonstrate an understanding of asset management services, trends including portfolio management, financial planning, client reporting, etc.
• Possess a strong understanding of financial markets, investment concepts and processes