Wealth Management Executive Supervisor 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 Supervisor

Locations: Abuja (FCT), Lagos and Rivers

Employment Type: Full-time

Job Summary

• As a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.
• This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.
• The ideal candidate will foster a culture of excellence, ensuring the team meets and exceeds client acquisition targets while maintaining the highest standards of client service.
• The 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 with charisma and a sales-oriented mindset.
• A neat and presentable appearance is crucial in building trust and confidence with our clients.

Duties & Responsibilities

• Team Leadership and Active Client Acquisition:
  • Lead, coach, and mentor a team of Independent Wealth Management Executives to achieve individual and collective goals.
  • Set performance expectations, conduct regular performance reviews, and provide constructive feedback for professional development.
  • Personally engage in client acquisition activities to contribute to team targets and lead by example.
  • Demonstrate effective strategies in acquiring high-value clients, sharing insights with the team for educational purposes.
• Client Acquisition Strategy:
  • Develop and implement effective client acquisition strategies in collaboration with the team.
  • Monitor and analyze team performance against targets, identifying areas for improvement and implementing corrective actions.
• Client Relationship Management:
  • Oversee the team & client relationship management efforts, ensuring a high level of service and client satisfaction.
  • Address escalated client issues and collaborate with team members to find effective solutions.
• Training and Development:
  • Coordinate and conduct ongoing training sessions to enhance the team’s knowledge of financial products, market trends, and wealth management strategies.
  • Foster a culture of continuous learning and professional development within the team.
• Compliance and Risk Management:
  • Ensure team members adhere to regulatory requirements and company policies in all client interactions.
  • Mitigate potential risks associated with client activities and transactions.
• Reporting and Analysis:
  • Generate regular reports on team performance, client acquisition, and revenue generation.
  • Analyze data to identify trends, opportunities, and areas for improvement.
• Any other tasks as assigned by the Line manager

Qualifications / Requirements

• Bachelor’s Degree in Finance, Business, or any related field.
• 3-5 years proven experience in wealth management, with a track record of successful team leadership.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent leadership and interpersonal skills.
• Effective communication and presentation abilities.
• Analytical mindset with problem-solving skills.
• Familiarity with compliance and regulatory requirements in the financial services industry.
• 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 client’s best interests at the forefront.

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.