Wealth Management Executive Supervisor at Rosabon Financial Services Limited

Rosabon Financial Services Limited 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.
• They 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 clients best interests at the forefront.

Deadline: 4th April, 2024.

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