Wealth Management Executive

E-Konsult | Lagos | NG

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Today Wealth Management Executive E-Konsult Accounting, Auditing & Finance Lagos Full Time Banking, Finance & Insurance NGN 400,000 - 600,000 Negotiable Easy Apply Job Summary

The Wealth Manager will also play a key role in managing and deepening existing client relationships, while actively prospecting and acquiring new high-net-worth individuals and corporate clients. A deep understanding of wealth management products and a strong ability to build trust-based relationships are essential to succeed in this role.

  • Minimum Qualification : Degree
  • Experience Level : Senior level
  • Experience Length : 5 years
Job Description/Requirements

Responsibilities:

  • Mobilize deposits - N100m - N200m monthly depending on the level.
  • Provide financial advisory to customers to maximize returns on investment
  • Provide customers with personal financial planning services
  • Manage customers short-term financial goals as well as long-term financial goals
  • Help customers balance their financial goals within existing economic constraints
  • Understand customers investment risk appetite in order to provide bespoke wealth service
  • Manage customer relationships & prospects for new customers

Requirements:

  • At least 5 years of experience
  • Minimum of BSc. Degree in any relevant course of study

Information :

  • Company : E-Konsult
  • Position : Wealth Management Executive
  • Location : Lagos
  • Country : NG

How to Submit an Application:

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Post Date : 2025-04-11 | Expired Date : 2025-05-11