Senior Wealth Manager
1 week ago
About the job
The Wealth Manager will be responsible for facilitating business growth through the sales of deposit products across retail, high net-worth individuals (HNI), and corporate clients, to meet a monthly deposit mobilization target of at least ₦200 million.
Responsibilities:
Meet monthly deposit mobilization targets of ₦200 million
Utilize high-end presentation tools and skills to attract and manage deposit clients
Foster beneficial relationships with new and existing clients to retain and attract new business
Develop and manage a strong pipeline and network of clients for deposit products
Stay up-to-date with industry trends and company product knowledge
Deliver increasing deposit portfolio performance and provide regular reports
Engage with the product team to develop new products and select suitable investment strategies
Analyze clients' investment portfolios and identify opportunities for asset re-allocation to generate additional yield or minimize investment risk
Requirements:
Minimum of 4 years of sales and business development experience in the banking/financial sector, dealing with HNI clients
Strong understanding of deposit mobilization, reporting, and presentation skills
Good understanding of cross-border fund schemes and investment tools
Deep understanding of the Nigerian capital market (an added advantage)
Understanding of asset management services, trends, including portfolio management, financial planning, and client reporting.
Strong understanding of financial markets, investment concepts, and processes.
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