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Team Member, Private Wealth Management
4 weeks ago
ABOUT THE COMPANY
Alan & Grant - Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.
JOB SUMMARY
Requirements Degree in Finance, Economics, Management, or related fields. Minimum 4 years related experience in Financial Services Relationship Management Excellent Communication Adaptability and Perseverance Ability to understand complex information Knowledge of Finance Analytical Thinking Strong numerical skills
RESPONSIBILITIES
Job Summary Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship Management, Wealth Marketing, and Financial Analysis. To be successful as a Private Wealth Manager, you should be able to interpret quantitative and qualitative data, possess strong marketing, sales, and negotiation skills, and you should have superior knowledge of wealth management. Duties Analyze financial information. Cultivate existing client relationships. Develop Wealth Marketing and Sales strategies. Manage Assets and client portfolios. Compliance and Risk Averse Business Development Grow FUM
REQUIRED SKILLS
Product knowledge, Customer service, Sales strategy, Wealth management, Team leadership
REQUIRED EDUCATION
Bachelor's degree
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