Wealth Manager at Fosad Consulting

Location: Victoria Island, Lagos

A leading investment management company is looking for a Wealth Manager whose primary objective will be to meet the company’s financial target and manage relationship with clients. The job holder will also be responsible for offering financial advice and services that will assist clients in their investment decisions.

Requirements

• B.Sc./M.Sc or MBA in Finance, Economics, Management or related field
• Minimum of 3-7 years’ work experience in Financial Services

Key Skills and Abilities

• Analytical skills
• Networking
• Good writing and communication
• Good presentation
• Ability to influence and persuade
• Good time management
• Ability to multitask and meet constant deadlines

Specific Targets

• 75% Sales Target
• Achieve new business initiatives, prospects 5 new clients monthly
• Grow client base by 100%
• 100% error free and accuracy in client data

Key Responsibilities:

• Carry out market research and customer surveys to assess demand, brand positioning and awareness
• Assist with the formulation of effective marketing and advertising campaigns to generate public interest
• Evaluate marketing campaigns and trends to assist with decision making
• Identify and solicit new clients within the target market parameters
• Implement strategies for acquiring new clients within the target market
• Draw up proposals and letters to be sent to prospects
• Contribute to and develop long term marketing plans and strategies
• Follow up on new leads and referrals as well as on proposals/letters sent out
• Play a role to ensure prospects are converted to wins
• Maintain and build contacts with potential clients
• Assist in organizing and attending events on behalf of company
• Ensure delivery of excellent customer service
• Ensure zero tolerance level for complaints
• Ensure zero negative feedback from clients and prospects