Wealth Manager at Proten

About the Role

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

• Source 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 courses 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

• Experience with leading the teams
• Minimum of 5 years of experience mobilizing huge deposits with a financial/investment firm
• Great communication, presentation and negotiation skills
• Ability to mobilise between 100m to 400m selling fixed deposit on a monthly basis
• Strong command of excel and PPT.

Other core competencies required for this role include;

• Decision Making
• Problem Solving
• Analytical Thinking
• Verbal and Written Communication skills
• Attentiveness to Detail
• Time Management
• Networking skills
• Teamwork
• Leadership ability