Private Wealth - Relationship Manager at Lotus Capital Limited

Duties & Responsibilities

• Manage the company’s high net worth clientele and operations
• Anticipate clients’ needs and proffer adequate solutions
• Effective relationship management
• Deliver excellent customer service
• Ensure excellence customer experience
• Co-ordinate value adding events for clientele
• Lead generation and conversion
• Prepare accurate and timely periodic reports
• Perform all activities necessary to achieve set targets
• Understanding of essential economic indices and implications
• Facilitate financial intelligence programs for clients and prospects
• Adhere to industry code of conduct, regulations and SEC rules

Educational Qualification

• Minimum of a Bachelor's Degree

Experience:

• A minimum of 6 years’ post NYSC experience in a private wealth sales role
• Experience with managing high net worth individuals and institutional clients
• Experience in Investment Advisory
• Experience with using CRM software

Key Competency Requirements:

• Interpersonal skills
• Networking skills
• Knowledge of the capital market and products
• Financial intelligence knowledge
• Communication and presentation skills
• Report writing skills
• Negotiation skills
• Adept at public speaking
• Organizational and planning skills
• High standards of ethics and integrit