Wealth Officers at Sigma Consult

Salary: ₦600,000

Experience Required: Minimum 5 years

Job Summary:

Wealth Officer – Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company. You will work closely with high-networth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.

Job Responsibility:

• Develop and implement comprehensive strategies to generate liability for the company through wealth management services. 
• Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities. 
• Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences. 
• Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company. 
• Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions. 
• Stay informed about market trends and developments in wealth management and liability generation. 
• Meet or exceed revenue targets and other performance metrics. 
• Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients. 
• Act as liaison between the firm and clients; representing firm to clients and clients to firm. 
• Regularly provide feedback to the Asset Management team from interactions with potential & existing clients

Job Specification:

Education: 

Required:

• 5 years of sales and business development experience in banking or fintech companies.
• Proven track record of generating liability and driving business growth. 
• Strong understanding of wealth management products and services. 
• Excellent communication and interpersonal skills. 
• Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills. 
•  Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets. 
• Strong understanding of financial markets, investment products, and portfolio management principles. 
• Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients. 
• Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. 
• Proficient in the use of Excel, Word, and PowerPoint