Job title: Wealth Officer
Company: eRecruiter Nigeria
Job description: Job Description:Our client is a leading investment banking and financial advisory firm with expertise in mergers & acquisitions, capital raising, project and structured finance, and rating advisory services in Nigeria and Africa looking to hire a Wealth Officer.Wealth Officer – Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company. You will work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.Job Responsibilities:
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
- Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
- Act as liaison between the firm and clients; representing firm to clients and clients to firm.
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients
Education & Requirement:
- Bachelor’s degree in business administration, Finance, Economics, or a related field; MBA or relevant master’s degree is a plus.
- Only candidates with a minimum of 3 years experience in business origination and currently working in a similar role and in a Tier 1 and Tier 2 Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
- Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word, and PowerPoint
Expected salary:
Location: Lekki, Lagos State
Job date: Thu, 06 Feb 2025 03:28:09 GMT