Wealth Manager
Wealth Manager
Posted on :
03-05-2025
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1 Vacancy
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Job Description
Role Title : Wealth Manager
Locations: Abuja Nigeria
Reporting Line : Head of Wealth
Work Model: Hybrid
Job Summary
The Wealth Manager will play a pivotal role in contributing to the strategic sales initiatives of the Company with a focus on all investment products particularly structured products. Reporting directly to the Head of Wealth the incumbent will be responsible for driving sales and managing relationships with UHNIs the Southwest SouthEast and Northern regions respectively. The role involves generating new business ideas devising client attraction strategies and ensuring the achievement of sales targets within the regions.
Key Duties
1. Develop and implement effective marketing and sales strategies for investment products targeted at UHNIs.
2. Lead the process of sending proposals to prospective clients and actively follow up to schedule meetings/presentations.
3. Collaborate with the investment team to execute strategies aligned with the unique objectives of UHNI and HNI clients.
4. Identify and acquire new UHNI and HNI clients through networking referrals and industry partnerships.
5. Develop and execute a business development plan to grow the UHNI and HNI client base.
6. Participate in industry events conferences and seminars to enhance visibility and generate leads.
7. Conduct highlevel meetings with potential clients effectively communicating and selling the companys investment products to meet
regional targets.
8. Establish and expand a network of referrals.
9. Ensure strict adherence to Company policies and guidelines.
10. Provide leadership in driving sales initiatives within the regions.
11. Contribute to strategic decisionmaking processes based on market feedback.
12. Ensure the successful implementation of marketing initiatives.
Requirements
Educational background and Experience
1. Hold a degree in Economics Business or a related field; possession of a master s degree in business administration Marketing or Sales will be an additional advantage.
2. Have a minimum of 58 years of experience in successfully selling investment products especially in Asset Under Management (AUM). With focus on wealth management private banking or asset management with a focus on UHNI and HNI clients.
3. Possess knowledge of the business terrain and region.
Core Requirements (Critical Skills)
Market Awareness Creative and Innovative
Strategic & Conceptual Sales
Key Account Management
Understanding of the Global Business Landscape
Knack for Business Advancement and Strategic Thought
Soft Skills
StrategicThinking
Leadership and Team Management
Analytical and ProblemSolving Skills
Communication and Collaboration
Creativity and Innovation
CustomerCentric Mindset
Stakeholders management
Sound Ethics and Integrity
Benefits
Remuneration: .06 Annual Gross
Other Benefits: HMO Pension and other companywide benefits
Employment Type
Full Time
Key Skills
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