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Job Description
Responsible for prospecting, identifying and developing business for new clients.
Responsibilities
- Responsible for prospecting, identifying and developing business for new clients.
- Develop and maintain client’s relationship.
- Identify new business opportunities and develop business strategies.
- Build clients base and follow up with the clients in order to close business deals.
- Develop business prospects for new and existing customers
- Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.
- Deliver investment related presentations to the management team and/or third-party clients as required
- Ensure that customers understand the terms and conditions subscriptions by explaining benefits and features of the product.
- Ensure high fund and client retention rate
Location: Lagos State, Nigeria.
Apply: SENIOR WEALTH MANAGER