Wealth Management Executive

3 days ago


Lagos Abuja Kano Rivers, Nigeria Rosabon Financial Services Full time

We are seeking a dynamic and charismatic Independent Wealth Management Executive to drive our wealth management business by acquiring new clients and fostering long-term relationships.

Key Responsibilities:

  • Identify and acquire new clients through prospecting, networking, and relationship-building.
  • Conduct financial needs analysis and present tailored wealth management solutions to clients.
  • Foster strong, long-term relationships with clients by providing exceptional service and staying informed about their financial circumstances.
  • Stay up-to-date on 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.

Requirements:

  • Minimum of ND, HND or its equivalent in any field.
  • 1-3 years' experience in sales in any industry, with a plus for sales experience within financial services or wealth management.
  • Charismatic personality with excellent communication and presentation skills.
  • Ability to work independently and meet ambitious targets.
  • Adept at building and maintaining client relationships.
  • High ethical standards and integrity in all financial dealings.

Key Skills and Competencies:

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


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