Wealth Manager(Sales)

Role Description

• This is a full-time, on-site Wealth Manager Sales position located in Lagos. The Wealth Manager will be responsible for developing and maintaining client relationships, providing personalized financial planning solutions, managing investment portfolios, and offering insurance and other financial products to meet clients’ needs. Additional tasks include identifying potential clients, achieving sales targets, offering expert advice on financial decisions, and keeping up-to-date with industry trends and opportunities.

Qualifications

• Expertise in Financial Planning and Finance to analyze client needs and provide tailored financial solutions
• Skills in Investments and Investment Management to assist clients in growing and managing their portfolios
• Knowledge of Insurance to recommend and provide protection plans that align with clients' goals
• Strong interpersonal and communication skills to establish trust and build long-lasting client relationships
• Goal-driven and proactive approach to meeting sales targets and achieving client satisfaction
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Relevant work experience in the financial or banking sector is a strong advantage