Head Credit and Investment at Canarypointcs

Roles And Responsibilities

• Support and manage all areas of the wealth management/liability generation function.
• Create and develop a team of strong wealth managers with the right skill set to grow the organization’s portfolio.
• Develop strategic relationships with Nigeria's HNIs and UHNIs and provide them with wealth management services.
• Assist customers in validating their present investment goals and developing recommendations.
• Oversee the implementation of innovative wealth management products and services.
• Help drive deal origination and market penetration, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity, and competitive intelligence.
• Maintain periodic contact with existing clients and act as an intermediary between the clients and the rest of the business for various activities.
• Perform key sales management activities.
• Support in hiring, coaching, and motivating a team of Wealth Managers to achieve and exceed defined sales benchmarks and goals.
• Manage and take responsibility for the P&L of the overall Wealth Management business.
• Update clients regularly on markets, portfolio performance, investment opportunities, and risks.
• Partner with the client, which includes (but is not limited to) updating KYC information, hosting client meetings, monitoring funds/asset transfers, and managing ad-hoc client requests.
• Collaborate with other members of the team to give high-quality client service.
• Keeping track of clients, revenues, and account performance on a regular basis.
• Collaborate with other teams to achieve all compliance, regulatory, risk management, operational, and due diligence needs, as well as internal policy compliance.

Requirements

• Experience with leading and creating a high-performing wealth management team.
• You have 7+ years of relevant work experience in a financial organization and wealth management/liability generation/deposit mobilization.
• Strong command over Google Sheets, MS Excel, and PPT.

Other Core Competencies Required:

• People Management
• HNI Management
• Decision Making.
• Problem Solving.
• Analytical Thinking.
• Verbal and Written Communication skills.
• Attentiveness to Detail.
• Time Management.
• Networking skills.
• Teamwork.
• Leadership ability.

Benefits:

• Private Health Insurance
• Pension Plan
• Group-life insurance