Wealth Manager at Alan & Grant - NewBalancejobs

Wealth Manager at Alan & Grant

Alan & Grant

Alan & Grant – Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos
Job Type: Full-Time
Industry: Financial Services

Job Description

  • To be successful as a Wealth Manager, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities

  • Fund mobilization and/or Liability Generation.
  • Analyse financial information.
  • Cultivate client relationships.
  • Strong presentation skills, and an understanding of customer relations tactics.
  • Business Analyst mindset and numbers-driven.
  • Hit and exceed quarterly targets.
  • Develop Wealth Marketing and Sales strategies.
  • Manage Assets and client portfolios.
  • Compliance and Risk Averse.

Requirements

  • Degree in Finance, Economics, Management, or a related field.
  • Previous experience in relationship/client management in the financial services industry.
  • Must be analytical and able to understand complex information.
  • Strong numerical skills.

Method of Application

Interested and qualified candidates should:
Click here to apply