Expired 2 months from now
Wealth Manager
wealthmanagement
full-time
Lagos
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Job Summary
• To provide support that will enhance the development and implementation of product sales and growth strategy for the company. • This position is a senior position and will be expected to establish and maintain strong relationships with Ultra High Net Worth individuals and wealthy families.
Job Details
• 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.
• Generating new and creative ideas for new product development to broaden the range of investment management services available to clients.
• Responsible for strategic account acquisition and identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
• Promoting Greenwich Asset Management’s products and services offered to HNI &UHNI market.
• Conducting comprehensive reviews to analyze financial data and provide recommendations for modifications based on client’s risk tolerance, goals, objectives and individual preferences.
• Any other duties as may be assigned.
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.
About Company
Greenwich Bank
Greenwich Merchant Bank traces its roots to Greenwich Trust Limited, a pioneering indigenous financial solutions provider. Registered with the Securities & Exchange Commission (SEC) as a Financial Adviser and Issuing House, Greenwich Trust commenced operations in June 1994. Over the course of 30 years, the bank has grown into a market leader, renowned for its expertise in the Nigerian financial sector.