Company Info
Canary Point Corporate Services Limited is a financial services group of companies. CPCSL is a holding company for various other companies that offer a range of investment and financial services to the public with the aim of offering effective money management. CPCSL encompasses a broad range of businesses whose services span various areas of specialty within the financial sector.
Title: Head, Credit and Investment
Location: Lekki Phase 1, Lagos
Roles and Responsibilities
- Support and manage all areas of the wealth management/liability generation function.
- Create and develop a team of strong wealth managers with the right skill set to grow the organization’s portfolio.
- Develop strategic relationships with Nigeria’s HNIs and UHNIs and provide them with wealth management services.
- Assist customers in validating their present investment goals and developing recommendations.
- Oversee the implementation of innovative wealth management products and services.
- Help drive deal origination and market penetration, taking into consideration such factors as industry trends, regulatory environments, client feedback, revenue opportunity, and competitive intelligence.
- Maintain periodic contact with existing clients and act as an intermediary between the clients and the rest of the business for various activities.
- Perform key sales management activities.
- Support in hiring, coaching, and motivating a team of Wealth Managers to achieve and exceed defined sales benchmarks and goals.
- Manage and take responsibility for the P&L of the overall Wealth Management business.
- Update clients regularly on markets, portfolio performance, investment opportunities, and risks.
- Partner with the client, which includes (but is not limited to) updating KYC information, hosting client meetings, monitoring funds/asset transfers, and managing ad-hoc client requests.
- Collaborate with other members of the team to give high-quality client service.
- Keeping track of clients, revenues, and account performance on a regular basis.
- Collaborate with other teams to achieve all compliance, regulatory, risk management, operational, and due diligence needs, as well as internal policy compliance.
Requirements
- Experience with leading and creating a high-performing wealth management team.
- You have 7+ years of relevant work experience in a financial organization and wealth management/liability generation/deposit mobilization.
- Strong command over Google Sheets, MS Excel, and PPT.
Other Core Competencies Required:
- People Management
- HNI Management
- Decision Making.
- Problem-Solving.
- Analytical Thinking.
- Verbal and Written Communication skills.
- Attentiveness to Detail.
- Time Management.
- Networking skills.
- Teamwork.
- Leadership ability.
Benefits
- Private Health Insurance
- Pension Plan
- Group-life insurance.
Deadline: Not Specified.
How to Apply: Interested and qualified candidates should forward their CV to: [email protected] using the position as the subject of the email.