Wealth Generation Manager
6 days ago
About the Role
We are seeking a highly skilled Wealth Officer to join our team at Sigma Consulting Group in Lekki, Lagos. The successful candidate will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
Job Responsibilities
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients' financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients' needs and generate liability for the company.
- Collaborate with internal teams, including finance managers, to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm's visibility and attract new clients.
- Act as liaison between the firm and clients; representing the firm to clients and clients to the firm.
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients.
Requirements
- 5 years of sales and business development experience in banking or fintech companies.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills. Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word, and PowerPoint.
Salary and Benefits
The salary for this role is 600,000 Naira per annum, making it an attractive opportunity for experienced professionals looking to advance their careers in wealth management.
How to Apply
If you are a motivated and results-driven individual with a passion for wealth management, please submit your CV to us for consideration.
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