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  • Posted: May 23, 2022
    Deadline: Not specified
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  • SYOJ Consulting & Management Services otherwise known as SYOJ Consulting is a company deeply committed to delivering leading edge HR Consultancy & Management Services to our clients. Incorporated in 2004, the company is wholly owned by indigenous investors and operates with shared skills of experts whilst working with international associates in the...
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    Wealth Manager

    Responsibilities

    • Possess the competence to generate revenue growth of N2-3 billion annually in the first instance. This is subject to review from time to time in line with the budget.
    • Develop Marketing and sales plans in coordination with the line manager to achieve the budgeted annual revenue’s goal.
    • Investigate available investment opportunities to determine compatibility with client financial plans.
    • Manage client portfolios, keeping client plans up-to-date and ability to prepare and present financial reports.
    • Recommend financial products, such as stocks, bonds, mutual funds, or insurance to clients.
    • Conduct market research to identify new business opportunities, map out business strength and customer’s need.
    • Develop and test unique business strategies and concept
    • Communicate new product development to existing and prospective client.
    • Conduct customer satisfaction survey and develop creative strategies in retaining them and attracting new ones.
    • Provide prompt feedback to customer’s inquiry
    • Provide in-depth training and coaching to subordinate to enhance transfer of knowledge and creating expert network.
    • Ensure compliance with all regulatory authorities’ rule and guidance.
    • Recommend and liaise with top management on promotional strategy and activities.
    • New process initiative.
    • Other duties as may be assigned from time to time.

    Requirements

    • Candidates should possess a Bachelor's Degree / HND qualification with 5 - 7 years work experience.

    Method of Application

    Interested and qualified candidates should send their CV to: recruitment@syojconsulting.com using the Job Title as the subject of the email.

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