Senior Relationship/Wealth Managers at Culminate Consulting

Remuneration: 600k- 850k Monthly net (Performance Bonus)
Roles and Responsibilities:

• Source for new clients and expand client network in professional and social settings.
• Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
• Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
• Relate with investment analysts to assess financial information and investment opportunities.
• Use relevant financial models to project future earnings and profit potentials.
• Monitor the financial market trends to promote better decision making and advise on funds management.
• Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
• Comply with rules, regulations and legislation governing the financial services industry

Requirements:

• First Degree; a Master’s degree is an added advantage.
• Minimum of 6 years relevant work experience in a financial organization.
• Strong command of excel and PPT.
• Strong decision making and problem-solving skills.
• Analytical Thinking and Time Management skills
• Verbal and Written Communication skills
• Attentiveness to Detail
• Networking skills
• Great Teamwork and Leadership ability