Jobs at Westfield Consulting

Job Purpose

• Responsible for managing wealth and investment portfolio.
• With a strong network of HNIs and corporate investors.

Key Responsibilities

• Develop and implement strategies to attract and retain investors.
• Mobilize investment inflows to meet organizational targets and drive AUM growth.
• Deliver outstanding customer service to retain and grow the investment portfolio.
• Build and maintain strong relationships with private and institutional investors.
• Stay updated on financial markets and competitors' offerings with market research.
• Prepare and present regular reports on business performance, growth, and market trends.
• Ensure compliance with all regulatory and internal policies.

Requirements

• Bachelor’s Degree in Finance or a related field.
• Minimum of 4 years of proven experience in investment sales or wealth management roles within the financial industry.
• Strong market knowledge of wealth management and related products is advantageous.
• Established network in the investment community, including high-net-worth individuals and institutional investors.
• Strong sales, negotiation, and relationship-building skills.
• Excellent communication and analytical skills.
• Ability to interpret financial data effectively.

Salary & Benefits

• Commission on funds brought in above an agreed amount.
• HMO.

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Job Purpose

• Responsible for preparing financial statements and reports for the Bank to determine its financial performance.

Key Responsibilities

• Prepare financial statements for the Bank (daily, weekly, monthly, bi-annually)
• Produce daily management accounts for the Bank.
• Operate and ensure accuracy and completeness of all entries into FINSAT (i.e the financial statement software).
• Prepare daily financial dashboard for management.
• Prepare industry comparative reports of financial position and variance explanations.
• Prepare segment-based deposit report.
• Prepare bank reconciliation schedules.
• Carry out analytical review of financial reports (including ratios for liquidity, capital adequacy, earnings and stability).
• Undertake month end financial reporting activities including accruals, prepayment amortization and fixed assets depreciation.
• Update and maintain fixed Asset Register.
• Participate in the implementation of audit work plans and liaise with external auditors in providing audit requirement for the yearned audit.
• Review and evaluate the accounting treatment of transactions by business units for purpose of advising on best practice

Requirements

• First Degree in a numerate or business-related discipline
• Professional qualifications include but are not limited to the following: ACA, ACCA, CIBN, CFA etc are mandatory.
• Minimum of 10 years work experience in financial management function within the Financial Services Industry with 3 years experience in a supervisory tole

Knowledge:

• Knowledge of Mortgage Bank’s operations/services/products.
• Knowledge of accounting and auditing processes.
• Knowledge of banking regulatory guidelines.
• Knowledge of the banking industry.
• Knowledge of accounting and auditing processes.
• Knowledge of banking regulatory guidelines.
• Knowledge of the banking industry.
• Knowledge of risk management.
• Knowledge of financial management
• Knowledge of tax operations/regulations.
• Knowledge of relevant financial reporting standards.