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Head - Wealth Sales at AXA Mansard

Posted on Tue 13th Aug, 2024 - hotnigerianjobs.com --- (0 comments)


AXA Mansard is one of the foremost Financial Institutions in Nigeria that has been offering world class financial services over the years.

We are recruiting to fill the position below:

Job Title: Head - Wealth Sales

Location: Lagos

Responsibilities

  • Drive the marketing and sale of AXA MANSARD solutions, especially investment products, to High-Net-worth Individuals (HNIs) towards meeting annual goals.
  • Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
  • Carry out any other assignment that might be delegated by the CEO, COO or CIO.
  • Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net worth Individuals (HNIs)
  • Support goals towards identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners.
  • Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
  • Undertake the profiling of each client and the preparation of Investment Policy Statements, including well-structured asset allocation targets and model portfolios.
  • Undertake economic and market commentary leveraging insights from internal and external research for engagement with HNI segment.

Requirements

  • BSc/Degree from a reputable Tertiary Institution
  • Relevant postgraduate (MSc, MBA) and/or professional qualification (CFA etc) would be an added advantage.
  • 5 - 8 Years of professional experience in related positions.

Required Skills and Competencies:

  • Knowledge of the Investment industry and products
  • Detail oriented.
  • Discretion and an understanding of the need for client confidentiality.
  • Ability to network and establish relationships with clients.
  • Strong sales and presentation skills.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online


  

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