Wealth / Relationship Manager at Creditville Nigeria Limited

Job Description

• On this role you will be expected to facilitate business growth through the sales of fixed investment products across Retail, HNI and Corporate clients.
• Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products such as fix deposit and others

Roles and Responsibilities

• Be up-to-date with industry and company knowledge
• Develop and manage a strong pipeline of clients for our products
• Create a dynamic network across corporates and HNIs
• Deploy high-end presentation tools and skills to close transactions
• Monitor and provide regular report on portfolio performance.
• Source for new clients and expand client network in professional and social settings.
• Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
• Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
• Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
• Relate with investment analysts to assess financial information and investment opportunities.
• Use relevant financial models to project future earnings and profit potentials.
• Monitor the financial market trends to promote better decision making and advise on funds management.
• Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
• Comply with rules, regulations and legislation governing the financial services industry.

Requirements

• A First Degree in a reputable Tertiary Institution (a Master’s Degree is an added advantage.
• Required: Minimum of 2 years sales and business development experience in banking/financial sector
• Preferred: Deposit Mobilisation.
• Strong command of Excel & PPT, numbers-savvy, and detail oriented.

This Job is Perfect for you, if you:

• Are a self-starter, take initiative, work collaboratively, and can self-manage in ambiguity
• Have excellent verbal and written communication skills, presentation, Negotiation, and problem-solving skills

Other Core Competences Required for this role include:

• Decision-Making
• Problem-Solving
• Analytical Thinking
• Verbal and Written Communication skills
• Attentiveness to Detail
• Time Management
• Networking skills
• Teamwork
• Leadership ability.

Benefits

• You will receive competitive compensation, and attractive performance incentives.
• You will work with professionals and result-oriented team.
• You will be opportune to work with a fast-growing organization.