Description du poste
Job Title: Wealth Manager
Location: Lagos, Nigeria
Industry: Financial Services
Work Mode: Hybrid
Job Summary:
Responsible for acquiring and managing high-net-worth, corporate, institutional, and retail clients, growing Assets Under Management (AUM), mobilizing investments, and providing tailored wealth management and investment advisory solutions.
Key Responsibilities:
- Acquire and onboard new clients while growing existing relationships.
- Mobilize deposits and investments to increase AUM.
- Provide investment advisory and wealth management solutions.
- Develop customized investment portfolios based on client objectives.
- Cross-sell financial products and services.
- Build and maintain strong client relationships.
- Analyze investment opportunities and financial statements.
- Collaborate with investment teams to optimize portfolio performance.
- Prepare business development and performance reports.
- Ensure compliance with regulatory and internal policies.
Key Requirements:
- Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or related field.
- Minimum of 5 years' experience in Wealth Management, Asset Management, Private Banking, or Financial Advisory.
- Strong knowledge of investment products and financial markets.
- Excellent relationship management, sales, and negotiation skills.
- Strong analytical and communication abilities.
KPIs:
- Growth in Assets Under Management (AUM).
- Achievement of sales and revenue targets.
- New client acquisition and retention.
- Deposit and investment mobilization.
- Cross-selling and portfolio growth.
- Client satisfaction and profitability.
How to Apply
Send your resume to cv@talentscout.ng using the job title and location as the subject of the email.
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