Private Wealth Advisor

5 days ago


Lagos, Lagos, Nigeria Asset & Resource Management Holding Company (ARM HoldCo). Full time

APrivate Wealth AdvisorAsset & Resource Management Holding Company (ARM HoldCo).Accounting, Auditing & FinanceTodayNewLagos Full Time Banking, Finance & Insurance ConfidentialShare linkShare on WhatsApp Share on LinkedIn Share on Facebook Share on TwitterShare via SMSMin Qualification:Job descriptions & requirementsJob OverviewResponsible for creating and growing new and existing private wealth and HNI/UHNI relationships across the ARM Group to grow Funds Under Management (FUM). The ideal candidate will have a deep understanding of wealth management spanning assets management, estate planning, and a proven ability to manage high net worth client relationships.Client Relationship Management:Build and maintain strong relationships with high-net-worth clients.Provide personalized financial advice and solutions tailored to client needs.Conduct regular portfolio reviews and performance assessments.Business Development:Identify new business opportunities and cross-sell financial products and services.Acquire new private wealth, stockbroking and estate planning relationships; significantly growing the funds under management.Collaborate with other business segments to deliver comprehensive solutions to clients.Client Service Excellence:Ensure the highest level of client satisfaction and loyalty.Address and resolve client issues and concerns promptly.Monitor client feedback and implement improvementsMarket Analysis and Insights:Stay informed about market trends, economic conditions, and industry developments.Provide insights and recommendations to clients and the team based on market analysis



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