Financial Services Manager

Key ResponsibilitiesAs a key member of the Leadway Assurance company Limited team, you will be responsible for expanding our customer base through proactive outreach and engagement with potential clients.Client Engagement: You will interview prospective clients to gather information about their financial resources and discuss their existing coverage. This...

Job DescriptionYour primary fiduciary responsibility shall be to ensure the financial health and integrity of the organization while supporting strategic growth initiatives. Your day-to-day reporting shall be to the CEO.You shall also note such specific responsibilities as embodied in the Articles of Association relating to financial reporting...

Job DescriptionYour primary fiduciary responsibility shall be to ensure the financial health and integrity of the organization while supporting strategic growth initiatives. Your day-to-day reporting shall be to the CEO.You shall also note such specific responsibilities as embodied in the Articles of Association relating to financial reporting...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Key Responsibilities:As a Financial Services Specialist at Heirs Insurance Group, you will be responsible for meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.Delivering Strategic Advice:You will offer strategic advice on products and services such as investment, insurance coverage, and...

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...

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...

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...

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...

Key Responsibilities:Client Acquisition:Develop and implement targeted marketing strategies to attract new clients through networking, referrals, and outreach activities, ensuring a strong pipeline of potential customers.Financial Planning:Conduct thorough financial assessments of clients' situations and goals, providing tailored financial advice and...

Key ResponsibilitiesClient Acquisition: Develop and implement strategic marketing initiatives to attract new clients through targeted outreach and networking activities.Financial Planning: Conduct thorough financial assessments and provide tailored advice and strategies to meet clients' unique needs and goals.Product Knowledge: Stay up-to-date on the latest...

Job SummaryThe Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions loans and investments.He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.ResponsibilitiesEvaluate credit worthiness by processing loan applications and documentation...