Wealth Management Officer at Tangerine Life

Who we are looking for:
A business professional who will seek out and acquire High Net-Worth Individuals (HNIs) as clients of the business, offering them tailored Tangerine products and services with the view of growing, managing, and preserving the wealth of these clients.
Your key responsibilities:

• Achieve revenue budget as set by the business.
• Initiate, lead and successfully close high-level transactions by identifying and negotiating new opportunities beneficial to both clients and the organisation.
• Identify and drive strategic initiatives that sustain /improve the competitiveness, and effectiveness of Tangerine.
• Be up to date with industry & company knowledge. Create a dynamic network across HNIs.
• Monitor and provide a regular report on HNI portfolio performance.
• A BSC degree in any relevant field and an NYSC discharge certificate.
• 3 - 5 years sales experience in Wealth Management.
• Proven track record of managing HNIs