Wealth Client service manager at Renmoney in Lagos

Explanation

• Are you committed to crafting personalized financial plans that empower customers to attain their wealth targets?
• Renmoney is actively searching for an passionate Wealth Manager to join our agile team.
• In this position, you will possess the promising offer to build solid connections with customers, comprehension their unique financial conditions and ambitions to proposal tailored wealth management initiatives.

What You'll Do

• Carry out complete financial evaluations to comprehend the financial funding needs and targets of individual customers.
• Lead every month bulk deposit; at least 250 million naira or more based on business needs
• Formulate and execute personalized financial funding plans that match with customers’ financial targets while coordinating risk productively.
• Offer ongoing investment guidance, making sure that customers are current on industry trends, financial funding effectiveness, and product offerings.
• Build and preserve robust, long-lasting connections with customers through consistent information exchange and exceptional service.
• Work alongside cross-operational teams to proposal customers a full range of financial solutions, which includes financial funding, retirement, and estate organizing.
• Stay current with market progress updates and market trends to offer informed strategic guidance to customers.
• Engage in customer sessions and demonstrations to clarify financial funding plans and handle any matters.

Qualifications

• A Bsc in Finance, Business Management, or a relevant field; a MSC or applicable a member of a professional body (CFA, CFP) will be an added advantage.
• At least 3 - 5 years of expertise in wealth management, financial consultative, or associated fields.
• Outstanding interpersonal and verbal abilities with the capability to link with customers and comprehend their needs.
• Robust critical thinking and expertise in financial funding goods, project sample management, and budgeting.
• Competence in financial evaluation resources and software, which includes Excel and wealth management channels.
• Exhibited capability to meet and exceed revenue goals and oversee customer connections successfully.

Perks

Join us for a motivating profession where you'll enjoy attractive pay and work alongside incredible teammates. Expertise a stunning office with a flat structured order, where you'll address difficult, real-world concerns.