Sales Officer, Wealth Management

Job Summary

To coordinate a team and serve as the primary relationship manager for high net worth and affluent clients, while operating along the lines of the com

  • Minimum Qualification: Degree
  • Experience Level: Entry level
  • Experience Length: 2 years

Job Description

Role Qualification:

Academic/Professional: BSC Qualification (Minimum 2:2). Additional Professional Qualification is an advantage - CFA, ACCA, ACA, Chartered Wealth Manager, LLB

Work Experience: Relationship Management Experience- Entry-level to 2 years. Financial Services Industry particularly in Private Banking, Wealth Management etc. Business Strategy / Consulting

Skills and Competencies:

▪ Confidence, Excellent communication, interpersonal and listening skills.

▪ Good Knowledge of Investment and Insurance Products.

▪ Capability to understand and explain complex information simply and clearly.

▪ Ability to network and establish relationships with clients.

▪ Research and analytical skills.

▪ Negotiation and influencing skills as well as determination and tenacity.

▪ Ability to work in a team.

▪ Proactive Nature.

▪ Time management skills.

▪ Customer service skills and Solutions driven mind-set.

▪ Self -motivation and organization.

▪ Good level of numeracy and IT Skills

▪ Target-driven mindset.

▪ Discretion and an understanding of the need for client confidentiality

Key Responsibilities:

▪ Act as Financial Adviser/ Relationship Manager to HNI Clients.

▪ Supervise and closely monitor the activities of team members with the support of the team lead.

▪ Markets and sells AXA MANSARD products and services to High Networth Individuals (HNIs).

▪ Ensure the development of an active prospect list as well as sign-on of HNIs to the AXA Mansard.

▪ Cross-sells and Up-sells additional products and services to existing customers

▪ Identifying and closing investment and insurance opportunities in all aspects of the customers’ lives e.g. business insurance products for HIPs and HNIs who are business owners

▪ Ensure all customer data and transactions history is complete, and up to date on all platforms

▪ Participates in product development, repackaging and customization as it relates to the team’s target market

▪ Provides market intelligence for product improvement/development to relevant teams in the company

▪ Support in planning and executing events targeted towards High-Income Persons (HIPs) and High Networth Individuals (HNIs)

▪ Effectively identifies and analyses the financial needs of clients

▪ Responsible for the preparation of proposals

▪ Processes transactions for sales made and liaises with operations teams to ensure turn-around-timesfor the unit are maintained

▪ Prepares weekly, monthly and quarterly activities reports.

▪ Carry out any other assignment that might be delegated by the Team Lead

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Anonymous Employer
| Full Time |
NGN Confidential
Job Function: Sales
| Part Time |
NGN Confidential
Job Function: Sales
| Contract |
USD 1500 - 2500
Job Function: Sales
| Full Time |
NGN Less than 75,000
Job Function: Sales