Wealth Manager at Rosabon Financial Services

Description 

• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
• Meet, maintain, and exceed set targets
• Cultivate new clientele on a regular basis.
• Cultivate and maintain courteous and efficient relationships with clients.
• Timely response to feedback and other customer-related issues or requests.
• Participate in creating new and better marketing based on field experience.
• Visit, engage prospects, and maintain liability generated
• Propose services, up-selling, and cross-selling whenever possible
• Increase the number of Treasury services taken up by Clients
• Ensure the effective, high-quality management of Clients
• Conduct periodic competitor analysis, reviewing product rates and requirements
• Prepare and send a periodic report to management
• On-board and manage subordinates to maintain a consistently high number of prospects, and with a high conversion rate
• Evaluate the structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc.

Requirements

• Minimum education level - First Degree in any discipline from a reputable academic institution.
• Post-graduate qualification(s) and professional membership will be an added advantage.
• Demonstrated track record of meeting / exceeding targets as an individual contributor.
• Successful experience building a territory from little or nothing.
• Working knowledge of deal structuring and closing principles.
• Strong communication and networking skills.