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  • Team Lead, AXA Wealth Management Team at AXA Mansard

  • Posted on: 7 February, 2019 Deadline: Not Specified
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  • AXA Mansard is a member of the AXA Group, the worldwide leader in insurance and asset management with 157,000 employees serving 103 million clients in 59 countries. The group is a conglomerate of independently run businesses, operated according to the laws and regulations of many different countries. Despite being written in upper case, "AXA" is not an acronym, the name was chosen because it is short and can be pronounced easily the same way in every language.

    AXA Mansard was incorporated in 1989 as a private limited liability company and is registered as a composite company with the National Insurance Commission of Nigeria (NAICOM). The Company offers life and non-life insurance products and services to individuals and institutions across Nigeria whilst also offering asset/investment management services, medical insurance solutions and pension fund administration through its three subsidiaries AXA Mansard Health Limited, AXA Mansard Investments Limited and AXA Mansard Pensions limited. The company was listed on the Nigeria Stock Exchange in November 2009 and has Market Capitalization in excess of N28 billion thereby remaining the biggest insurance company on the Nigerian Stock Exchange.

    Team Lead, AXA Wealth Management Team

     

    Details:

    Job Objective: To serve as the primary relationship manager for high net worth and affluent clients, while operating along the lines of the company’s strategic goals.

    Role Qualification:

     Academic/Professional: BSc. (Minimum 2.2) from a reputable tertiary institution. Possession of professional qualification (i.e. CFA, ACCA, ACA, Chartered Wealth Manager, LLB) will be an added advantage.

    Work experience: Minimum 2 years’ in a relationship management job role in the Financial services industry particularly in Private banking, Wealth management, etc. or Business Strategy/Consulting

    Key Responsibilities and Accountabilities

    • Act as Financial Adviser/ Relationship Manager to HNI Clients.
    • Supervise and closely monitor the activities of team members with the support of the unit head.
    • Markets and sells AXA MANSARD products and services to High Net-worth Individuals (HNIs).
    • Ensure the development of an active prospect list as well as sign on of HNIs to the AXA Mansard.
    • Cross-sells and Up-sells additional products and services to existing  customers
    • Supports the team in 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 all customer data and transactions history is complete, and up to date on all platforms
    • Participates in product development, repackaging and customization as it relates to the team’s target market
    • Provides market intelligence for product improvement/development to relevant teams in the company
    • Support in planning and executing events targeted towards High Income Persons (HIPs) and High Net-worth Individuals (HNIs)
    • Effectively identifies and analyses the financial needs of clients
    • Responsible for the preparation of proposals
    • Processes transactions for sales made and liaises with operations teams to ensure turn-around-times for the unit are maintained
    • Prepares weekly, monthly and quarterly activities reports.
    • Carry out any other assignment that might be delegated by the Unit Head

    Method of Application

    Interested and qualified? Send in your application by clicking the Apply button below

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