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  • Posted: May 23, 2022
    Deadline: Not specified
  • 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...
    Read more about this company


    Wealth Manager


    • 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.


    • 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: using the Job Title as the subject of the email.

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