Wealth Manager

Wealth Manager at Greenwich Trustees Limited | Fuzu

Nigeria / Lagos / Accounting, finance, banking, insurance

Greenwich Trustees Limited Financial Services

Wealth Manager Closed for applications Lagos

• Nigeria

Job details Location Lagos

• Nigeria

Contract Type

Description Requirements

University Degree

7 years financial services experience 3 of which must be in a senior role in business development and relationship management

A track record of strong analytical and decision-making skills

Proficiency in use of MS Office packages.

Responsibilities

• Deep understanding of the issues and challenges faced by Ultra High Net Worth individuals and wealthy families.

• Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.

• Proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.

• To expand the current client base and explore new products which are suitable for client needs.

• To promote and market the company's services ensuring that the highest level of client service is provided at all times.

• Evaluate financial, tax plus credit needs of all customers.

• Exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.

• Excellent knowledge of the various mutual funds, investment classes and financial markets.

• Expected to drive incremental, profitable growth by leveraging existing relationships and building new ones, consistently demonstrating a clear understanding of client issues and deployment of innovative solutions.

• Upgrade on latest developments plus market trends to identify and service client needs.

Tags Accounting, finance, banking, insurance Financial Services Mid-level Nigeria

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Job Details

• Country : Nigeria

• City : Lagos

• Contract Type : CDI

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