Team Lead, Wealth Management

Responsibilities:

• Responsible for prospecting, identifying, and developing business for new clients.
• Develop and maintain client relationships.
• Identify new business opportunities and develop business strategies.
• Build a client base and follow up with the clients to close business deals.
• Develop business prospects for new and existing customers

These objectives will be achieved through:

• Customer Engagement and Feedback
• Customer Retention
• Prospecting and closing deals
• Complaints Management

Key Accountabilities (Duties and Responsibilities):

Financial (50%):

• Fund Mobilization upon resumption (maximum of 60 days from the first day of resumption)
• Ensuring cost-effective funds through deposits.
• Generate new business and leads

Customer (30%):

• Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.
• Deliver investment-related presentations to the management team and/or third-party clients as required
• Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features

Process (10%): 

• Adherence to internal policies and compliance
• Detailed activity report and feedback to HOD
• Providing information and market insights to the investment team
• Effective deal/rate negotiation
• Provide information and resolve complaints of customers regarding their portfolios, Including suggesting information about other tailored offerings.

Learning and Development (10%):

• Obtain relevant certifications for career advancement.
• Participate in Knowledge Sharing sessions with a view to promoting customer-centricity amongst staff.

Stakeholder Management: Key stakeholders that the position holder will need to liaise/work with to be successful in this role.

Internal:

• Management team
• Various functional heads within the business
• Agency network
• Business Development
• Finance and Fund Accounting

External:

• Clients and prospects
• Colleagues from across the group

Ideal Job Specifications:

Educational qualifications & functional/technical skills: 

• B.Sc Finance, Business Administration, Economics, or any social science course.
• Relevant training and Industry certification could be an added advantage.
• Candidate should have a minimum of 5 years post-NYSC experience.
• Candidate should have Financial Institution but preferably Asset Management experience.
• Strong analytical, written/verbal communication, interpersonal, and relationship-building skills
• Good knowledge of operational and regulatory environments
• Excellent Excel skills
• Ability to work well as part of a team
• Time management and prioritization skills
• Quick learner with a positive attitude, able to work efficiently under pressure while meeting deadlines
• Possesses problem-solving skills

Core Values Behaviors:

• Integrity: Honesty, probity, and uncompromised service consistently at all levels and with all stakeholders
• Service: A desire to help or meet the needs of others. The ability to respond to the changing needs of the customer while maintaining a high standard of quality
• Customer Focus: Customer Focus is the willingness and ability to give priority to customers, delivering high-quality services that meet their needs
• Openness: Objective, Honest, and direct in communicating feelings and stance on any issue that would help advance a circumstance or issue
• Respect for Individual: The ability to hold every stakeholder in high esteem, and value their input in service/product development and delivery.
• Excellence: To continuously seek to provide exceptional products and services to support aspirations for life and business with high-impact results

Remuneration: NGN 500,000 – 850,000 Monthly (Target-based)