New
2 weeks ago
Job Summary
The Wealth Manager will also play a key role in managing and deepening existing client relationships, while actively prospecting and acquiring new high-net-worth individuals and corporate clients. A deep understanding of wealth management products and a strong ability to build trust-based relationships are essential to succeed in this role.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 5 years
Job Description/Requirements
Responsibilities:
- Mobilize deposits – N100m - N200m monthly depending on the level.
- Provide financial advisory to customers to maximize returns on investment
- Provide customers with personal financial planning services
- Manage customer's short-term financial goals as well as long-term financial goals
- Help customers balance their financial goals within existing economic constraints
- Understand customer's investment risk appetite in order to provide bespoke wealth service
- Manage customer relationships & prospects for new customers
Requirements:
- At least 5 years of experience
- Minimum of BSc. Degree in any relevant course of study
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