Wealth Officer (Liability Generation)
Wealth Officer (Liability Generation)
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Job Description
Location: Lekki Lagos
Job Summary
We are seeking an experienced Wealth Officer Liability Generation to join our dynamic team. In this role you will be responsible for driving business growth by sourcing and managing high-net-worth clients developing tailored financial solutions and generating liability for the company. The ideal candidate will have a strong background in sales within banking or fintech with a proven ability to meet and exceed financial targets.
Key Responsibilities
- Develop and implement strategies to grow liability through wealth management offerings.
- Identify prospect and establish strong relationships with high-net-worth individuals families and institutions.
- Conduct detailed financial assessments to understand clients goals risk appetite and investment preferences.
- Recommend bespoke financial products and services that align with clients objectives and drive liability for the company.
- Collaborate with internal stakeholders (including finance managers) to ensure seamless delivery of services.
- Stay up-to-date with market trends and regulatory developments in wealth management.
- Meet or exceed revenue and client acquisition targets.
- Represent the company at networking events conferences and other business forums to promote the brand and attract new clients.
- Serve as a trusted advisor and liaison between the firm and its clients.
- Provide regular market and client feedback to the Asset Management team.
Requirements
Qualifications & Experience
Education & Background:
- Bachelor s degree in Finance Business Administration Economics or a related field.
Experience:
- Minimum of 5 years experience in sales liability generation and business development within banking or fintech.
- Demonstrated ability to source and retain high-net-worth clients and institutions.
- Proven track record in meeting deposit mobilization and revenue targets.
Technical Skills:
- Strong understanding of wealth management solutions investment products and financial markets.
- Proficiency in Microsoft Office Suite (Excel Word PowerPoint).
Soft Skills:
- Excellent interpersonal negotiation and communication skills.
- Ability to work independently and handle multiple priorities in a high-pressure environment.
- Strong presentation and reporting skills.
Benefits
Competitive net monthly salary of 600000
Health insurance coverage
Pension contributions
Airtime/Data allowance
Annual performance bonus
Access to learning and development opportunities
Career advancement in a high-growth financial services environment
Employment Type
Full Time
