Location: Lekki, Lagos
Salary: ₦600,000 Monthly Net
Experience Required: Minimum of 5 Years
Job Summary
We are seeking an experienced Wealth Officer – Liability Generation to join our dynamic team. In this role, you will be responsible for driving business growth by sourcing and managing high-net-worth clients, developing tailored financial solutions, and generating liability for the company. The ideal candidate will have a strong background in sales within banking or fintech, with a proven ability to meet and exceed financial targets.
Key Responsibilities
- Develop and implement strategies to grow liability through wealth management offerings.
- Identify, prospect, and establish strong relationships with high-net-worth individuals, families, and institutions.
- Conduct detailed financial assessments to understand clients’ goals, risk appetite, and investment preferences.
- Recommend bespoke financial products and services that align with clients’ objectives and drive liability for the company.
- Collaborate with internal stakeholders (including finance managers) to ensure seamless delivery of services.
- Stay up-to-date with market trends and regulatory developments in wealth management.
- Meet or exceed revenue and client acquisition targets.
- Represent the company at networking events, conferences, and other business forums to promote the brand and attract new clients.
- Serve as a trusted advisor and liaison between the firm and its clients.
- Provide regular market and client feedback to the Asset Management team.
Qualifications & Experience
Education & Background:
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
Experience:
- Minimum of 5 years’ experience in sales, liability generation, and business development within banking or fintech.
- Demonstrated ability to source and retain high-net-worth clients and institutions.
- Proven track record in meeting deposit mobilization and revenue targets.
Technical Skills:
- Strong understanding of wealth management solutions, investment products, and financial markets.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Soft Skills:
- Excellent interpersonal, negotiation, and communication skills.
- Ability to work independently and handle multiple priorities in a high-pressure environment.
- Strong presentation and reporting skills.