Wealth Manager

  • Full-time

Company Description

Our client is a credit-led mobile bank for emerging markets

Job Description

About the Role

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

  • Source new clients and expand client network in professional and social settings.
  • Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
  • Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earnings and profit potentials.
  • Monitor the financial market trends to promote better decision-making and advise on funds management.
  • Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
  • Comply with rules, regulations and legislation governing the financial services industry.

Qualifications

Requirements

  • Experience with leading the teams
  • Minimum of 5 years of experience mobilizing huge deposits with a financial/investment firm
  • Great communication, presentation and negotiation skills
  • Ability to mobilise between 100m to 400m selling fixed deposit on a monthly basis
  • Strong command of excel and PPT.

Other core competencies required for this role include;

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability

Additional Information

Benefits

  • Remote work
  • Private Health Insurance
  • Pension Plan
  • Training & Development
  • Performance Bonus
  • Pension
  • HMO
  • 13th month salary
  • Leave allowance
  • Gym allowance
  • Coverage for Professional membership
  • ...and many more.