Wealth Management Executive

4 weeks ago


Lagos Anambra Abuja Kaduna Ondo Oyo Rivers, Nigeria Rosabon Financial Services Full time

Drive deposit mobilization and build strategic relationships for the company, serving as a single point of contact for new business and existing portfolios.

  • Source appropriately priced and structured deposit liabilities from retail and institutional sources.
  • Maintain relationships with prospects and generate liability.
  • Market and sell company deposit products.
  • Meet and exceed targets and quota in deposit mobilization and other assigned tasks.
  • Propose services, upsell, and cross-sell.
  • Participate in creating new marketing strategies based on field experience.
  • Ensure the fixed deposit investment plan form is completed and registered.
  • Inform clients of investment status.
  • Hold a first degree in any discipline from a reputable institution.
  • Have a proven track record of meeting or exceeding targets as an individual contributor.
  • Have experience building a territory from scratch.
  • Have knowledge of deal structuring and closing principles.
  • Have strong communication and networking skills.

About the Company:

A reputable financial institution with a strong presence in the market.



  • 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...


  • Lagos , Abuja , Rivers, Nigeria Rosabon Financial Services Full time

    We're seeking a Wealth Management Supervisor to lead a team of Independent Wealth Management Executives in achieving client acquisition targets and delivering exceptional client service.Key Responsibilities Include:Lead, coach, and mentor a team to achieve individual and collective goalsDevelop and implement effective client acquisition strategies in...


  • Lagos , Abuja , Kano , Rivers, Nigeria Rosabon Financial Services Full time

    We are seeking a dynamic and results-driven Wealth Management Executive to drive our business by acquiring new clients and building long-term relationships. The ideal candidate will possess a strong personality, excellent communication skills, and a passion for sales. They will be responsible for identifying and acquiring new clients, conducting financial...


  • Lagos , Abuja , Rivers, Nigeria Rosabon Financial Services Full time

    Lead a team of wealth management professionals to achieve client acquisition targets and maintain high standards of client service. The ideal candidate will have a strong background in wealth management, excellent leadership skills, and the ability to drive team success. They will foster a culture of excellence, ensuring the team meets and exceeds client...


  • 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. This role is ideal for individuals with a passion for sales, strong negotiation skills, and a professional demeanor. The ideal candidate will possess a dynamic...


  • Lagos , Abuja , Rivers, Nigeria Rosabon Financial Services Full time

    Job SummaryAs a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.The ideal candidate will foster a...


  • Lagos , Abuja , Kano , Rivers, Nigeria Rosabon Financial Services Full time

    Job SummaryAs 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...


  • Lagos , Abuja , Kano , Rivers, Nigeria Rosabon Financial Services Full time

    Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement 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...


  • Lagos , Anambra , Abuja , Kaduna , Ondo , Oyo , Rivers, Nigeria Rosabon Financial Services Full time

    Drive deposit mobilization, build strategic relationships, and serve as single point of contact for new and existing business portfolios. Key responsibilities include sourcing deposit liabilities, visiting prospects, marketing and selling deposit products, meeting targets, and proposing services. Requirements include a first degree in any discipline,...

  • Sales Executive

    2 months ago


    Lagos , Anambra , Abuja , Ondo , Osun , Oyo , Rivers, Nigeria Rosabon Financial Services Full time

    Scope and ImpactThe candidate will be tasked with the responsibility of selling various loan products.He/ She will act as liaison between customers and our financial institution and will help qualified applicants acquire loans in a timely manner.Job SummaryThe Rosabon Sales Executive is required to collect and prepare all materials needed to process...


  • Lagos , Anambra , Abuja , Kaduna , Ondo , Oyo , Rivers, Nigeria Rosabon Financial Services Full time

    Job SummaryThis role is primarily responsible for driving deposit mobilization for the Company, building and managingstrategic relationships for fixed deposit customers and serving as the single point of contact for new business as well existing portfolios.Job DescriptionSource appropriately priced and structured deposit liabilities for the company from...

  • Sales Executive

    1 month ago


    Lagos , Anambra , Abuja , Kano , Ondo , Osun , Oyo , Rivers, Nigeria Rosabon Financial Services Full time

    Scope and ImpactThe candidate will be tasked with the responsibility of selling various loan products. He/ She will act as liaison betweencustomers and our financial institution and will help qualified applicants acquire loans in a timely manner.Job SummaryThe Rosabon Sales Executive is required to collect and prepare all materials needed to process...

  • Relationship Manager

    2 months ago


    Abuja, Nigeria KimberlyRyanLimited Full time

    Client Profile: Our client is a fast growing asset management and investment banking firm that provides expert advice and a wide range of financial products and services to grow their clients’ wealth and support them in achieving their financial goals. Responsibilities: Develop and manage a portfolio of clients, ensuring a high level of service and...

  • Sales Team Lead

    1 month ago


    Lagos , Ondo , Oyo, Nigeria Rosabon Financial Services Full time

    Scope and ImpactThe Team lead, Asset creation plays a major role in continuously improving risk asset sales/loan disbursement within the company, and strategically creating relationships for customers while ensuring proper and adequate inflow of new customers and outflow of risk assets in the company to ultimately increase and maintain the credit balance of...

  • Fund Manager

    2 months ago


    Lagos, Nigeria KimberlyRyanLimited Full time

    Client Profile: Our client is a fast growing asset management and investment banking firm that provides expert advice and a wide range of financial products and services to grow their clients’ wealth and support them in achieving their financial goals. Responsibilities: Develop and implement investment strategies to achieve the fund’s...


  • Kaduna, Kaduna, Nigeria Dexnova consulting limited Full time

    Job Title: Area Sales ManagerOur client, a leading FMCG Company, is seeking a dedicated and ambitious Area Sales Manager to help grow its customer base and improve engagement with existing clients.Key Responsibilities:Identify and pursue new sales opportunities through strategic networking and market research.Build and maintain relationships with key...


  • Abuja, Nigeria Royal Resource Management Full time

    **Key Responsibilities:** - Lead and manage the design team to create innovative and trend-setting unisex fashion collections. - Oversee the entire design process from concept to final product, ensuring high-quality and on-brand designs. - Develop and execute creative strategies to drive the brand’s vision and identity. - Utilize business acumen to...

  • Stockbroker

    1 month ago


    Lagos, Nigeria KimberlyRyanLimited Full time

    Client Profile: Our client is a fast growing asset management and investment banking firm that provides expert advice and a wide range of financial products and services to grow their clients’ wealth and support them in achieving their financial goals. Responsibilities: Execute trades on behalf of clients and for the company in accordance with extant...


  • Abuja, FCT, Nigeria ASSURANCE THRIFT CREDIT & LOAN COOPERATIVE SOCIETY Full time

    We are a Financial Institution, dedicated to promoting a savings culture and supporting Small and Medium Enterprises (SMEs) in creating wealth for stakeholders. Our mission is to provide SMEs with access to loans, enabling them to expand their businesses.We are currently seeking a Bank Teller to join our Mpape and Kuje branches. To be considered, please...


  • Lagos, Lagos, Nigeria Knight Frank Full time

    Executive Assistant to the Senior Partner/CEO Summary: Provide high-level administrative support to the Senior Partner/CEO, coordinating calendars, events, and travel arrangements, while maintaining confidentiality and discretion. The Executive Assistant will report directly to the Senior Partner/CEO and provide executive, administrative, and strategic...