Wealth Management Executives (IMTT) at Rosabon Financial Services Limited (4 Openings)

Job Title: Wealth Management Executives (IMTT)

Activities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.
• Exceptional interpersonal and relationship-building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients’ financial goals.

Candidate Profile

• Candidates should possess an ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.

Application Instructions:

The application deadline is 6th  December 2024. Therefore qualified and interested candidates should send their applications to: [email protected] using the job title as the subject of the mail.