Team Lead, Wealth Management

Zedcrest Capital

The Wealth Manager will be responsible for the initiation, development, and growth of our share of target markets; increase of Assets Under Management (AUMs) – with specific focus on corporate/Institutional clients.

Job Title

• Team Lead, Wealth Management

Location

• Abuja and Port Harcourt, Rivers

Job Type

• Full-time

Workplace Type

• Onsite

Unit

• Sales & Business Development

Reports to

• Head, Sales & Business Development

Job Summary

• The Wealth Manager will be responsible for the initiation, development, and growth of our share of target markets; increase of Assets Under Management (AUMs) – with specific focus on corporate/Institutional clients.

Responsibilities

• Implement strategic and innovative wealth management propositions across all products and platforms.
• Introduce strategic partnerships and innovations to enhance our value proposition.
• Initiate and develop client relationships in identified target markets.
• Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
• Responsible for managing clients’ portfolios.
• Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
• Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
• Provide leadership to drive AUM and profitability targets.
• Monitor financial market developments and propose innovative solutions to address client needs/expectations.
• Provide regular market reports to management.
• Manage and supervise the wealth advisors.

Requirements

• At least 5 years of proven experience in wealth management, financial advisory or a similar role.
• Minimum of a Bachelor's Degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
• Strong relationship management skills.
• Extensive knowledge of finance, economics, and current developments in the industry.
• Good understanding of the company's business.
• Top-notch Communication skills - oral, written and presentation.
• Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
• Result oriented.
• Strategic thinking and leadership capabilities.
• Strong mathematical, analytical, and critical thinking skills.
• Demonstrate a strong sense of integrity, dependability, and confidentiality.
• A self-starter who is also a good team player.
• Proficiency with Microsoft Office suite.

Must have skills

• Excellent salesdrive
• Risk mitigation
• Negotiation skills
• Client acquisition and retention skills

Good to have skills

• Leadership skills
• Communication skills
• Relationship management skills

Application Closing Date

• Not Specified.