Wealth Manager, Institutional Sales Business Development at Bricklane Consulting

Job Summary

• We are looking for a wealth Manager to be responsible for offering official advice and services that will assist clients in their financial endeavours.
• The responsibilities of wealth manager include providing financial advice to high net-wealth client, Conduct financial planning, investment management, and assist in preserving and generating wealth for clients.
• To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skils.
• Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

Duties and Responsibilities

• Drive the onboarding of new individual and institutional clients,
• Drive the maintenance, nurturing and retention of existing clients.
• Drive deal origination across group entity products.
• Conduct needs analysis and risk profiling for all clients prior to onboarding them.
• Advising clients on financial products and services.
• Buying and selling g investment securities on behalf of the client.
• Managing investments.
• Conducting planning services.
• Efficiently maintain clients record. Minimum rework and absence of error reports, analysis and presentation.
• Adhere to all regulatory requirements. Nil penalties and loss of income due to regulatory infractions.
• Competition watch: Provide monthly report on competitor's offering with recommendation.
• Contribute toward the development of new products and /or areas of product improvement.
• Drive the execution of both the corporate strategic and initiatives.
• Customer satisfaction ratings at 100.

Requirements

• First (BA/BSc) in numerate discipline.
• Second degree (MBA or MA/MSc).
• Professional qualifications in relevance field I.e CIMA, CFA, CIS, ICAN, CIBN.
• 3-4 years experience in a Merchant/Investment/Commercial Bank.

Comptency and Skill requirements:

• Strong knowledge and understanding of the international/local financial markets.
• Knowledge and understanding of financial products.
• Good product development and portfolio management capabilities.
• Strong managerial and leadership skills.
• Strong knowledge of Mutual Funds Operations, Investment Management and Fund Administration.
• Strong strategic orientation. Excellent customer relationship development/management.
• Good analysis skills, problem solving and conflict resolution skill.
• Knowledge of local and international investment operations.
• Strong quantatative and qualitative skills.
• Excellent communication and interpersonal/relation management skills.
• Ability to develop and maintain strategic partnership/alliances with the Nigerian Asset Management industry.
• Deciding and initiating.
• Leading and supervising.
• Relating and networking.
• Persuading and influencing.
• Presenting and communicating information
• Applying to technology and expertise.
• Analysing
• Creating and innovating.
• Formulating strategies and concept.
• Planning and organising. Entrepreneurial and commercial thinking.
• A solid understanding of technology.
• Deep knowledge of business principles.
• Extensive experience in working in technology and /or business roles within a company.