Wealth Manager

at SYOJ Consulting & Management Services
Location Lagos, Nigeria
Date Posted May 23, 2022
Category NGO
Job Type Full-time
Currency NGN

Description

Responsibilities

  • Possess the competence to generate revenue growth of N2-3 billion annually in the first instance. This is subject to review from time to time in line with the budget.
  • Develop Marketing and sales plans in coordination with the line manager to achieve the budgeted annual revenue’s goal.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Manage client portfolios, keeping client plans up-to-date and ability to prepare and present financial reports.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance to clients.
  • Conduct market research to identify new business opportunities, map out business strength and customer’s need.
  • Develop and test unique business strategies and concept
  • Communicate new product development to existing and prospective client.
  • Conduct customer satisfaction survey and develop creative strategies in retaining them and attracting new ones.
  • Provide prompt feedback to customer’s inquiry
  • Provide in-depth training and coaching to subordinate to enhance transfer of knowledge and creating expert network.
  • Ensure compliance with all regulatory authorities’ rule and guidance.
  • Recommend and liaise with top management on promotional strategy and activities.
  • New process initiative.
  • Other duties as may be assigned from time to time.

Requirements

  • Candidates should possess a Bachelor's Degree / HND qualification with 5 - 7 years work experience.

Applying Instructions

Interested and qualified candidates should send their CV to: recruitment@syojconsulting.com using the Job Title as the subject of the email.

Drop files here browse files ... Dropbox ...
WARNING: Do not to pay any money to get a job. Please report fraudulent jobs to info@joblinks.ng