Wealth Manager Vacancy at a Leading Investment Management Company – Fosad Consulting

Position Title: Wealth Manager.

Job Station: Lagos State.

INTRODUCTION :-

Wealth Manager job opportunity is available at Fosad Consulting for individuals who possess relevant qualifications.

Description

• We are looking for a Wealth Manager whose primary objective will be to meet the company’s financial target and manage relationship with clients.
• The job holder will also be responsible for offering financial advice and services that will assist clients in their investment decisions.

DUTIES AND RESPONSIBILITIES :-

• Carry out market research and customer surveys to assess demand, brand positioning and awareness
• Assist with the formulation of effective marketing and advertising campaigns to generate public interest
• Evaluate marketing campaigns and trends to assist with decision making
• Identify and solicit new clients within the target market parameters
• Implement strategies for acquiring new clients within the target market
• Draw up proposals and letters to be sent to prospects
• Contribute to and develop long term marketing plans and strategies
• Follow up on new leads and referrals as well as on proposals/letters sent out
• Play a role to ensure prospects are converted to wins
• Maintain and build contacts with potential clients
• Assist in organizing and attending events on behalf of company
• Ensure delivery of excellent customer service
• Ensure zero tolerance level for complaints
• Ensure zero negative feedback from clients and prospects.

DESIRED EXPERIENCE & QUALIFICATION :-

• B.Sc / M.Sc or MBA in Finance, Economics, Management or related field
• Minimum of 3-7 years’ work experience in Financial Services

Key Skills and Abilities:

• Analytical skills
• Networking
• Good writing and communication
• Good presentation
• Ability to influence and persuade
• Good time management
• Ability to multitask and meet constant deadlines

Specific Targets:

• 75% Sales Target
• Achieve new business initiatives, prospects 5 new clients monthly
• Grow client base by 100%
• 100% error free and accuracy in client data.

Apply Before :-

10th September, 2020.

INTERESTED?

Interested and qualified candidates should send their Application Letter and CV to: recruitment@fosadconsulting.com using “Wealth Manager” as the subject of the mail.

Note: Only shortlisted persons will be contacted.