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Job Description
The primary objective of this role is to develop quality business relationships with the organization’s clients to ensure optimum client acquisition, retention, and income generation from the sale of company investment products. Working as a consultant to clients at all levels including HNIs and UHNIs, the Relationship Manager uses their financial expertise to provide financial advice to clients while working to improve the company’s competitive advantage within her operating environment.
Responsibilities
- Advising clients on financial products and services
- Review clients’ portfolios and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicates 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 the client’s financial plan.
- Monitor financial market trends to ensure that clients’ plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with clients 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 the investment management process and operational efficiency.
- Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
- Utilize tactical negotiation skills to improve the funding cost of the fixed-income portfolio and other funds under management.
- Develop a weekly strategic prospecting plan and share it with the Head, Wealth Management
- Report all feedback from clients to the Head, of Wealth Management.
Qualification
- 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 financial services industry
- 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 the ever-changing business environment, and with a strong ability to cope with a fast, dynamic pace.
- Must work within the Assets Management Industry
Location: Lagos, Nigeria.
For More Information: WEALTH MANAGER
