Wealth Management Executive (IMTT) at Rosabon Financial Services Limited

Rosabon Financial Services Limited – Award winning Rosabon Financial Services is part of the Concept Group. Licenced by the Central Bank of Nigeria (CBN) on April 22, 1993, and a long-standing member of the Equipment Leasing Association of Nigeria (ELAN), the organisation has grown to become Nigeria’s leading non-banking financial intermediary and equipment leasing firm focused on niche and general markets.

Title: Wealth Management Executive (IMTT)

Locations: Abuja (FCT), Kano, Lagos and Rivers

Employment Type: Contract

Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
• This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales. They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
• The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
• This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
• A neat and presentable appearance is crucial in building trust and confidence with our clients.
• While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast-paced industry.

Duties & Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.

Qualifications / Requirements

• Minimum of ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.

Skills / Competencies:

• Exceptional interpersonal and relationship-building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients’ financial goals.

Deadline: 26th March, 2024.

How to Apply: Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the email.