Head - Wealth Sales at AXA Mansard

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.