Job title: Wealth Management Executive (IMTT) Job at Rosabon Financial Services
Company:
Job description: Award winning Rosabon Financial Services is a member of the Concept Group. Licensed by the Central Bank of Nigeria, CBN on April 22, 1993 and being a long standing member of the Equipment Leasing Association of Nigeria (ELAN), the organization has evolved into Nigeria’s leading Non-Banking Financial Intermediary and Equipment Leasing firm focused on niche and general markets.We are recruiting to fill the position below:Job Position: Wealth Management Executive (IMTT)Job Locations: Abuja (FCT), Lagos, Kano & Rivers
Employment Type: ContractJob Summary
- As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
- This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
- They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
- The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
- This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
- A neat and presentable appearance is crucial in building trust and confidence with our clients.
- While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.
Responsibilities
- Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
- Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
- Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
- Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
- Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
- Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
- Any other tasks as assigned by the line manager.
Requirements
- Minimum of ND, HND or its equivalent in any field.
- 1-3 years of experience in sales in any industry, sales experience within financial services or wealth management is a plus
- Charismatic personality with excellent communication and presentation skills.
- Smart and sharp Professional outlook
- Ability to work independently and meet ambitious targets.
- Adept at building and maintaining client relationships.
- High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.
Skills / Competencies:
- Exceptional interpersonal and relationship- building skills.
- Ability to establish trust and credibility with clients.
- Effective communication to understand and address clients’ financial goals.
Method of Application
Interested and qualified candidates should send their Applications to: using the Job Position as the subject of the mail.Similar JobsHottest JobsJob SeekersEmployersTools & ResourcesConnect with usCustomer Care
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Expected salary:
Location: Abuja, FCT
Job date: Sun, 09 Mar 2025 08:04:29 GMT