Wealth Manager in a Leading Insurance Company

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


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