A Financial Institution looking for qualified candidate to fill the following position of:
Job Title: Wealth Management Officers
Job Description
- In charge of generating new businesses on Fund and Investments Management
- Packaging of Credit and Loans for High Net Worth Individuals
- Responsible for weekly journey plan and report generation
- In charge of managing Corporate portfolios (HNIs)
- Sourcing for Risk Assets from High Net Worth Individuals
- Follow up on prospective clients and ensuring closure of deals as quick as possible
- In charge of Tracking and Managing Customers Issues while ensuring Customer satisfaction
- Delivering excellent personalized customer relationship management e.g Financial Services! Complex Financial Planning
- Building a strong Online Presence e.g Company’s website
- Follow up with team’s prospective customers to deliver excellent relationship management and also involved in sales monthly activity.
- Proper documentation of Company’s documents and customers documents
- Creation of HNIs Database on Fund and Investments and Risk Assets
- Troubleshoot to best fit their needs and expectations of Customer
- Demonstrate ability mobilize funds
Requirement
- Confidence as dealing with high net worth clients and/or influential people who make special demands.
- Be authentic and demonstrate a passion for providing an excellent customer experience.
- Ensure internal service standards and client needs are met in a compliant and timely manner and that client records are kept up to date. Ensure controls and procedures am adhered to at all times
- Co-ordinate workflow efficiently to ensure client service satisfaction through accurately inputting work instructions, monitoring e-mail and work queues and general internal liaison with colleagues in Private Banking and other parts
- Excellent planning and organizing skills, with the ability to work to tight deadlines
- Experience in supporting the team’s business development plans & support business development by identifying customers’ needs that generate high quality investment
- Identify, take ownership, investigate and resolve customer complaints
- A developed knowledge and understanding of Retail Banking services and products
- A good working understanding of regulatory requirements and financial markets
- Demonstrates helpful banking behaviors
Qualification
- University degree in any field with a minimum of 2nd class honours, MBA an added advantage
- Minimum of 3 years banking experience
- Knowledge of relevant industry sector trends, experience in Africa a plus;
- Business development and client relationship skills, trash record and ability to focus on clients needs effectively:
- Ability to interact directly and independently with the senior management of potential clients, of financial and technical partners, as well as senior government officials;
- Excellent verbal and written communication skills in English etc
- Strung inter-personal and team working skills, ability to interact effectively with clients and colleagues from various cultural backgrounds;
- Ability to mentor junior investment staff;
- Highly motivated, committed to highest ethical standards; and genuine commitment to sustainable development.
- Established and demonstrated evidence of raising funds for businesses and entrepreneurship
Application Closing Date
25th March, 2013
Method of Application
Qualified candidates should send their resume to:
opportunities001@yahoo.com