Private Wealth Manager at Vantegral Consulting

We are looking for a Private Wealth Manager to be responsible for acquiring and driving wealth procurement. The responsibilities of Private Wealth Managers include relationship management, Wealth Marketing and Business Analysis. To be successful as a Private Wealth Manager, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities:

• Fund mobilization and/or Liability Generation
• Analyse financial information
• Cultivate client relationships
• Develop Wealth Marketing and Sales strategies
• Manage Assets and client portfolios
• Compliance and Risk Averse
• Needs to be based in Lagos
• Strong presentation skills, and an understanding of customer relations tactics
• Business Analyst mindset and numbers-driven
• Hit and exceed quarterly targets
• Background Requirements and Qualifications:
• Degree in finance, economics, management, or related field
• Previous experience in financial services
• Must be analytical
• Able to understand complex information
• Strong numerical skills

Competencies:

• Knowledge of finance – wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term
• Analytical thinking – it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as stock prices, client cash flow, and net assets
• Communication skills – wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations
• Relationship management – since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behavior, a willingness to listen, and consistent performance
• Adaptability and Perseverance– rather than advocating for a financial plan that’s set in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and changing client goals