Wealth Officer (Liability Generation) at Sigma Consult

Salary: ₦600,000 Monthly Net

We are seeking an experienced Wealth Officer – Liability Generation to join our dynamic team. In this role, you will be responsible for driving business growth by sourcing and managing high-net-worth clients, developing tailored financial solutions, and generating liability for the company. The ideal candidate will have a strong background in sales within banking or fintech, with a proven ability to meet and exceed financial targets.

Key Responsibilities

• Develop and implement strategies to grow liability through wealth management offerings.
• Identify, prospect, and establish strong relationships with high-net-worth individuals, families, and institutions.
• Conduct detailed financial assessments to understand clients’ goals, risk appetite, and investment preferences.
• Recommend bespoke financial products and services that align with clients’ objectives and drive liability for the company.
• Collaborate with internal stakeholders (including finance managers) to ensure seamless delivery of services.
• Stay up-to-date with market trends and regulatory developments in wealth management.
• Meet or exceed revenue and client acquisition targets.
• Represent the company at networking events, conferences, and other business forums to promote the brand and attract new clients.
• Serve as a trusted advisor and liaison between the firm and its clients.
• Provide regular market and client feedback to the Asset Management team.

Qualifications & Experience

Education & Background:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Experience:

• Minimum of 5 years’ experience in sales, liability generation, and business development within banking or fintech.
• Demonstrated ability to source and retain high-net-worth clients and institutions.
• Proven track record in meeting deposit mobilization and revenue targets.

Technical Skills:

• Strong understanding of wealth management solutions, investment products, and financial markets.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Soft Skills:

• Excellent interpersonal, negotiation, and communication skills.
• Ability to work independently and handle multiple priorities in a high-pressure environment.
• Strong presentation and reporting skills