Job Title: Wealth Officer
Department: Asset Management
Reports To: Strategy and Wealth Manager
Location: Lekki Phase 1
Employment Type: Full-Time
Work Mode- Onsite (Monday – Friday)
Job Summary
- As a Wealth Officer – Liability Generation, you will be responsible for driving business
growth by identifying and developing new business opportunities to generate liability for
the company. You will work closely with high-net-worth individuals, families, and
institutions to understand their financial needs and offer tailored solutions that meet their
objectives while generating liability for the company
Key Responsibilities:
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
- Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
- Act as liaison between the firm and clients; representing firm to clients and clients to firm
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients
Qualifications - Required: 5 years of sales and business development experience in banking or fintech companies.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
- Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word and PowerPoint