Wealth Management Executive

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

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