Head, Wealth Management & Client Service at Alan & Grant

Location: Victoria Island, Lagos
Industry: Financial Services

Job Summary

• The primary objective of this role is a comprehensive strategy that takes into account all aspects of the client’s finances. to meet the company’s financial target and manage the relationship with clients. Offers financial advice to high net-worth clients. Conduct financial planning and assist in preserving and generating wealth.
• Responsible for overseeing all client-related issues, developing strategies for improving customer services, training the client service team, authorizing refunds on products, maintaining business relationships with existing clients, and bringing new clients on board.

Duties & Responsibilities
Wealth Management:

• Advising clients on financial products and services
• Buying and selling stock on behalf of the client.
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with clients financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
• Conduct macro and fixed income research to support investment strategy.
• Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
• Collaborate with other units on various initiatives to achieve the overall corporate objective.
• Optimize the use of technology tools to improve investment management process and operational efficiency.
• Preparation of portfolio strategy for group assets under management.
• Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Supervision of the operation’s team to ensure effective cash management and
• Settlement of all trade transactions executed.
• Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
• Conduct macro and fixed income research to support investment strategy.
• Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
• Collaborate with other units on various initiatives to achieve the overall corporate objective.
• Optimize the use of technology tools to improve investment management process and operational efficiency.

Client Service:

• Develop and oversee the effective communication platforms for clients and staff.
• Setting clear mission and deploying strategies focused on that mission.
• Measure and monitor client satisfaction.
• Liaise with different departments about client queries.
• Offer advice to clients on services and products.
• Develop surveys and capture client information.
• Participate in marketing campaigns.
• Develop service procedures, policies and standards.
• Oversee a team of client service and ensure they are providing an exceptional client experience.
• Develop and oversee the implementation of client service protocols.
• Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement.
• Keep ahead of industry’s developments and apply best practices to areas of improvement.
• Control resources and utilize assets to achieve qualitative and quantitative targets.
• Ensure there is an orderly workflow according to priorities

Requirements

• Bachelor's Degree in Business related field
• Master’s Degree will be an added advantage
• Professional qualification/membership from a reputable institution
• Knowledge of Asset Management
• Minimum of 5 years’ Marketing experience
• Minimum of 4 years in a managerial position