Head – Wealth Sales at AXA Mansard
Posted on Tue 13th Aug, 2024 – hotnigerianjobs.com — (0 comments)
AXA Mansard is one of the foremost Financial Institutions in Nigeria that has been offering world class financial services over the years.
We are recruiting to fill the position below:
Job Title: Head – Wealth Sales
Location: Lagos
Responsibilities
- Drive the marketing and sale of AXA MANSARD solutions, especially investment products, to High-Net-worth Individuals (HNIs) towards meeting annual goals.
- Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
- Carry out any other assignment that might be delegated by the CEO, COO or CIO.
- Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net worth Individuals (HNIs)
- Support goals towards identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners.
- Ensure the continued development of an active HNI prospect list for conversion, planning and budget predictability.
- Undertake the profiling of each client and the preparation of Investment Policy Statements, including well-structured asset allocation targets and model portfolios.
- Undertake economic and market commentary leveraging insights from internal and external research for engagement with HNI segment.
Requirements
- BSc/Degree from a reputable Tertiary Institution
- Relevant postgraduate (MSc, MBA) and/or professional qualification (CFA etc) would be an added advantage.
- 5 – 8 Years of professional experience in related positions.
Required Skills and Competencies:
- Knowledge of the Investment industry and products
- Detail oriented.
- Discretion and an understanding of the need for client confidentiality.
- Ability to network and establish relationships with clients.
- Strong sales and presentation skills.
Application Closing Date
Not Specified.
How to Apply
Interested and qualified candidates should:
Click here to apply online
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