Wealth Manager at a Nigerian Financial Services Provider - Fadac Resources and Services Limited

Posted on Fri 03rd Jan, 2025 - www.hotnigerianjobs.com --- (0 comments)

Fadac Resources and Service Limited - Our client is a Nigerian Financial services provider that operates as a licensed commercial bank.

Due to expansion, we are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos
Employment Type: Full-time

Job Responsibilities

  • Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
  • Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
  • Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
  • Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
  • Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
  • Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.

Job Requirements

  • Candidates should possess a Bachelor's Degree in any field.
  • 3-15 years’ experience within financial services specifically wealth management.
  • Charismatic personality with excellent communication and presentation skills.
  • Professional outlook
  • Ability to work independently and meet ambitious targets.
  • Adept at building and maintaining client relationships.
  • High ethical standards and integrity in all financial dealings, placing the clients' best interests at the forefront

Application Closing Date
Not Specified.

Sorry, this listing is no longer open.