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Wealth Management Executive

1 month ago

Lagos Abuja Kano Rivers, Nigeria Rosabon Financial Services Full time

Job Summary

  • As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
  • This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
  • They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
  • The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
  • This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
  • A neat and presentable appearance is crucial in building trust and confidence with our clients.
  • While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.

Responsibilities

  • Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
  • Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with
  • their financial goals and objectives.
  • Foster strong, long-term 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.
  • Any other tasks as assigned by the line manager.

Requirements

  • Minimum of ND, HND or its equivalent in any field.
  • 1-3years’ experience in sales in any industry, sales experience within financial services or wealth management
  • is a plus
  • Charismatic personality with excellent communication and presentation skills.
  • Smart and sharp 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.

Skills/Competencies:

  • Exceptional interpersonal and relationship- building skills.
  • Ability to establish trust and credibility with clients.
  • Effective communication to understand and address clients' financial goals.