Wealth Management Executive at Rosabon Financial Services (RFS) Limited - Abuja (FCT) and Lagos in Nigeria

Organization:

Rosabon Financial Services (RFS) Limited - Abuja (FCT) and Lagos

Job Location:

Nigeria

Employment Type:

Full time
Date Posted:

Job Description

Position Overview

  • As an Self-sufficient Wealth Management Executive, the preferred candidate will play a pivotal position in pushing our wealth management business by obtaining new customers and nurturing long-term connections.
  • This position is preferred for individuals who have a agile personality, clear expression competencies, and a enthusiasm for sales.
  • They would have robust bargaining ability to navigate and close agreements, making sure jointly advantageous results for both customers and the organization.
  • The preferred applicants will always show themselves in a manner that reflects the high guidelines of our financial solutions firm.
  • This comprises preserving a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a specialist demeanor in all customer engagements.
  • A neat and professional in appearance appearance is critical in building trust and trust with our customers.
  • While we value charisma and a sales-oriented mentality, we are looking for experts at a entry-level and intermediate stage with a lead for sales in a efficient paced industry.

Obligations & Duties

  • Independently recognize and obtain new customers for wealth management solutions through lead generation, relationship building, and building relationship.
  • Carry out financial needs evaluation and show tailored wealth management initiatives to customers, aligning with their financial targets and targets.
  • Promote robust, long-term connections with customers by offering exceptional service, dealing with questions, and staying informed about modifications in their financial situations.
  • Stay abreast of market trends, market terms, and rival offerings to productively role the organization’s wealth management solutions.
  • Guarantee alignment to compliance obligations and organisation rules in all customer engagements and financial record.
  • Offer consistent documentation on directs, customer purchase and income production, highlighting accomplishments and zones for advancement.
  • Any other duty as allocated by the direct supervisor.

Qualifications

  • At least ND, Higher national diploma or its equivalent in any site.
  • 1-3 years’ expertise in sales in any industry, sales expertise within financial solutions or wealth management will be an added advantage
  • Charismatic personality with clear articulation and public speaking.
  • Smart and sharp Specialist outlook
  • Capability to operate independently and meet driven targets.
  • Adept at building and preserving customer connections.
  • High professional conduct and honesty and reliability in all financial dealings, placing the customers' best interests at the forefront.

Competencies/Skills:

  • Exceptional interpersonal and building relationship competencies.
  • Capability to establish trust and credibility with customers.
  • Clear communication to comprehend and handle customers' financial targets.

Application Due Date

  • Thursday 7th Aug, 2025

Steps To Apply

Suitable applicants should advance their Resume to: sales.careers@conceptgroup-ng.com using the Position name as the subject of the mail.

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