JOB TITLE: Head of Wealth Management
JOB LOCATION: Lagos, Nigeria
Job type: Full time
Industry: Financial Services
JOB DETAILS:
- The primary objective of this role is a comprehensive strategy that takes into account all aspects of the client’s finances. to meet the company’s financial target and manage the relationship with clients. Offers financial advice to high net-worth clients. Conduct financial planning and assist in preserving and generating wealth.
- Responsible for overseeing all client-related issues, developing strategies for improving customer services, training the client service team, authorizing refunds on products, maintaining business relationships with existing clients, and bringing new clients on board.
Duties & Responsibilities
Wealth Management:
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- Advising clients on financial products and services
- Buying and selling stock on behalf of the client.
- Managing Investment and Assets.
- Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
- Implement financial recommendations and assist with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with clients financial plan.
- Monitor financial market trends to ensure that client’s plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
- Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
- Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
- Conduct macro and fixed income research to support investment strategy.
- Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
- Collaborate with other units on various initiatives to achieve the overall corporate objective.
- Optimize the use of technology tools to improve investment management process and operational efficiency.
- Preparation of portfolio strategy for group assets under management.
- Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
- Supervision of the operation’s team to ensure effective cash management and
- Settlement of all trade transactions executed.
- Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
- Conduct macro and fixed income research to support investment strategy.
- Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
- Collaborate with other units on various initiatives to achieve the overall corporate objective.
- Optimize the use of technology tools to improve investment management process and operational efficiency.
Client Service:
- Develop and oversee the effective communication platforms for clients and staff.
- Setting clear mission and deploying strategies focused on that mission.
- Measure and monitor client satisfaction.
- Liaise with different departments about client queries.
- Offer advice to clients on services and products.
- Develop surveys and capture client information.
- Participate in marketing campaigns.
- Develop service procedures, policies and standards.
- Oversee a team of client service and ensure they are providing an exceptional client experience.
- Develop and oversee the implementation of client service protocols.
- Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement.
- Keep ahead of industry’s developments and apply best practices to areas of improvement.
- Control resources and utilize assets to achieve qualitative and quantitative targets.
- Ensure there is an orderly workflow according to priorities
Requirements
- Bachelor’s Degree in Business related field
- Master’s Degree will be an added advantage
- Minimum of 5 years’ Marketing experience
- Minimum of 4 years in a managerial position
- Professional qualification/membership from a reputable institution
- Knowledge of Asset Management
Application Closing Date
Not Specified.
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Job Features
Job Category | Executive / Management |