Wealth Manager at a Leading Insurance Company - Alan & Grant
Employment Nigeria
07-Sep-2023
₦Not Available
LAGOS ,
Managerial
Alan & Grant - Our client is a leading Insurance company in Nigeria that offers a wide range of insurance products and services.
They are recruiting to fill the position below:
Job Title: Wealth Manager
Location: Lagos
Job type: Full-time
Industry: Insurance
Job Requirements
- Achieve the assigned individual AUM target for the period.
- Advising clients on financial products and services
- Review clients' portfolio and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Managing Investment and Assets.
- Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
- Implement financial recommendations and assist with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with client’s financial plan.
- Monitor financial market trends to ensure that client’s plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Ensure all regulatory compliance requirements are strictly observed and followed.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
- Optimize the use of technological tools to improve investment management process and operational efficiency.
- Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
- Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
- Report all feedback from clients to the Head, Wealth Management.
Requirements
- Bachelor’s Degree in Business, Accounting, Marketing, or related fields
- Master's Degree will be an added advantage.
- Professional qualification/membership from a reputable institution
- Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable
- Strong business acumen to be able to recognize and interpret commercial opportunities.
- Strategic thinker and ability to analyze and solve problems quickly.
- Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
- Highly agile in learning, adapting to an ever-changing business environment, and with strong ability to cope with fast, dynamic pace.
How to Apply
Interested and qualified candidates should:
Click here to apply online
Sorry the application deadline for this job has elapsed
