Lekki Lagos

Job Summary

We are looking for an ambitious and energetic Wealth Manager to expand our clientele and drive sustainable financial growth within the Asset Management and Banking Sectors. The Wealth Manager will develop and execute strategies to increase company sales and profits, identify profitable business opportunities and secure sound business deals.

Job Description

• Build and maintain long-term relationships with clients, understanding their financial goals, risk appetite, and investment preferences.
• Analyze current and past financial data and provide strategies to increase revenue.Research the market to identify new business opportunities, formulate market analysis and deliver accurate business reports.
• Create positive, long-lasting relationships with current and potential clients.
• Develop business development, marketing plans and growth strategy in collaboration with Management to achieve set revenue goals.
• Build referral and lead generation network, arrange business meetings with prospective clients to increase income generation.
• Developing business proposals and presentations to draw in more revenue from clients.
• Upselling and cross-selling the Company’s products to clients.
• Provide trustworthy feedback and after-sales support, keep records of sales, and revenue.

Key Requirements

• Bachelor’s /Master’s Degree in social sciences, business management or any other related field.

Required Qualifications & Skills:

• Minimum 4-5 years of Business Development/ Sales experience with a focus on financial sector.
• Proven experience in Asset Management products sales or business development is highly preferred.
• Strong client relationship management skills
• Excellent negotiation skillsHave a desire to make a significant contribution to a rapidly growing organization
• Market research, strategy and business reportingProven ability to work independently
• A pro-active self-starter who can operate both individually and as part of a team