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Alan & Grant, Ascentech Services Limited, Deloitte Nigeria, First Excelsia Professional Services LimitedProfession (Consulting, business support, auditing)
Accounting, finance, banking, insurance,Business, strategic management,Customer support, client care,Engineering, architecture,General management, leadership,Information technology, software development, data,Legal,Medical, health,Project, program management,Research, academy,Sales, marketing, promotion,Skilled, manual labor,Transportation, logistics, driving,
Industry
Banking, microfinance, insurance,Communications, media, radio, tv,Computers, software development and services,Consulting, business support, auditing,Data/Research,Education, academic,Energy, utilities, environment,Engineering, architecture,Finance & FinTech,Financial Services,Health care, medical,Human resources, talent development, recruiting,Manufacturing,Non-profit, social work,Outsourcing, leasing,Raw materials, oil, chemicals,Real estate,Restaurant, hospitality, travel,Retail, wholesale, FMCG,Security,Telecommunications,Transportation, logistics, storage,
Seniority (Consulting, business support, auditing)
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Alan & Grant
Consulting + 2 more
Description
- Bachelor’s degree in Finance, Business Administration, Economics, or related field.
- Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
- Proven track record in sales, portfolio growth, or client acquisition
- Strong understanding of investment and banking products
- Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.
- Identify and acquire high-net-worth clients through networking and referrals.
- Promote a range of wealth management and banking products tailored to HNI needs.
- Build and maintain strong, long-term client relationships.
- Manage client portfolios to drive deposits, investments, and revenue growth.
- Understand clients’ financial goals and provide customized solutions.
- Achieve assigned sales, revenue, and portfolio growth targets.
- Ensure a high level of service delivery and client satisfaction.
- Monitor market trends and provide insights to clients.
- Ensure compliance with all regulatory and internal policies.
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