Wealth Management Team Lead
E-Konsult
Accounting, Auditing & Finance
Job Summary
This role also entails full responsibility for team performance management and the timely resolution of escalated client issues in line with service standards.The ideal candidate will possess strong leadership, analytical, and relationship management skills, with a proven ability to deliver results in a target-driven environment.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 6 years
Job Description/Requirements
Responsibilities:
- Mobilize deposit - from n250m monthly
- Responsible for the performance of the team
- Segment customers according to risk appetite and volume of investable funds to adequately serve each segment
- Structure team along customer segmentation to effectively drive each segment
- Provide financial advisory to customers to maximize returns on investment
- Provide customers with personal financial planning services
- Drive customer retention and customer acquisition
- Resolve all escalated issues within the service standard timeframe
Requirements:
- At least 6 years of experience
- BSc. Degree in a relevant course of study
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