Job Title: Wealth Management Executive (IMTT)
Job Summary
- As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
- This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
- They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
- The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
- This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
- A neat and presentable appearance is crucial in building trust and confidence with our clients.
- While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.
Responsibilities
- 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.
Requirements
- Minimum of 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.
Skills / Competencies:
- Exceptional interpersonal and relationship- building skills.
- Ability to establish trust and credibility with clients.
- Effective communication to understand and address clients’ financial goals.
Application Instructions:
The application deadline is Not Specified. Therefore qualified and interested candidates should send their applications to: [email protected] using the job title as the subject of the mail.