Head of Wealth Management at Alan & Grant

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Alan & Grant – Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position below:

Job Title: Head of Wealth Management

Location: Lagos, Nigeria
Job type: Full time
Industry: Financial Services

Job Summary

  • The primary objective of this role is a comprehensive strategy that takes into account all aspects of the client’s finances. to meet the company’s financial target and manage the relationship with clients. Offers financial advice to high net-worth clients. Conduct financial planning and assist in preserving and generating wealth.
  • Responsible for overseeing all client-related issues, developing strategies for improving customer services, training the client service team, authorizing refunds on products, maintaining business relationships with existing clients, and bringing new clients on board.

Duties & Responsibilities
Wealth Management:

  • Advising clients on financial products and services
  • Buying and selling stock on behalf of the client.
  • Managing Investment and Assets.
  • Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
  • Implement financial recommendations and assist with plan implementation.
  • Contact clients periodically to determine any changes in their financial status.
  • Investigate available investment opportunities to determine compatibility with clients financial plan.
  • Monitor financial market trends to ensure that client’s plans are responsive.
  • Devise debt liquidation plans that include payoff priorities and timelines.
  • Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
  • Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
  • Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
  • Supervision of the operation’s team to ensure effective cash management and settlement of all trade transactions executed.
  • Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
  • Conduct macro and fixed income research to support investment strategy.
  • Utilize tactical negotiation skill to improve funding cost of the fixed income portfolio and other funds under management.
  • Collaborate with other units on various initiatives to achieve the overall corporate objective.
  • Optimize the use of technology tools to improve investment management process and operational efficiency.
  • Preparation of portfolio strategy for group assets under management.
  • Recommend tactical trading opportunities to the investment committee to enhance portfolio return at an acceptable risk tolerance level.
  • Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
  • Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
  • Supervision of the operation’s team to ensure effective cash management and
  • Settlement of all trade transactions executed.
  • Ensure the team’s adherence to all internal policies and compliance with regulatory reporting.
  • Conduct macro and fixed income research to support investment strategy.
  • Utilize tactical negotiation skills to improve funding cost of the fixed income portfolio and other funds under management.
  • Collaborate with other units on various initiatives to achieve the overall corporate objective.
  • Optimize the use of technology tools to improve investment management process and operational efficiency.

Client Service:

  • Develop and oversee the effective communication platforms for clients and staff.
  • Setting clear mission and deploying strategies focused on that mission.
  • Measure and monitor client satisfaction.
  • Liaise with different departments about client queries.
  • Offer advice to clients on services and products.
  • Develop surveys and capture client information.
  • Participate in marketing campaigns.
  • Develop service procedures, policies and standards.
  • Oversee a team of client service and ensure they are providing an exceptional client experience.
  • Develop and oversee the implementation of client service protocols.
  • Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement.
  • Keep ahead of industry’s developments and apply best practices to areas of improvement.
  • Control resources and utilize assets to achieve qualitative and quantitative targets.
  • Ensure there is an orderly workflow according to priorities

Requirements

  • Bachelor’s Degree in Business related field
  • Master’s Degree will be an added advantage
  • Minimum of 5 years’ Marketing experience
  • Minimum of 4 years in a managerial position
  • Professional qualification/membership from a reputable institution
  • Knowledge of Asset Management

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online

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