Overview

Lotus Capital Limited is a full-service ethical investment management company specializing in Asset Management, Private Wealth Management, and Financial Advisory services. Lotus Capital is a pioneer in non-interest finance in Nigeria and duly registered with the Securities & Exchange Commission (SEC) as Fund Managers.

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Job Position: Business Development Executive (Private Wealth)

Job Location: Lagos

Job Description

  • The candidate shall be responsible for growing the company’s Private Wealth business and effectively managing client relationships.

Job Responsibilities

  1. Grow the company’s private wealth clientele and operations
  2. Main focus on high-net-worth individuals and institutional clients
  3. Consultative sales and direct marketing
  4. Anticipate clients’ needs and proffer adequate solutions
  5. Effective relationship management
  6. Deliver excellent customer service
  7. Co-ordinate value adding events for clientele
  8. Lead generation and conversion
  9. Prepare accurate and timely periodic reports
  10. Perform all activities necessary to achieve set targets
  11. Understanding of essential economic indices and implications
  12. Facilitate financial intelligence programs for clients and prospects
  13. Adhere to the industry code of conduct, regulations, and SEC rules.

Job Requirements

  • Minimum of a Bachelor’s Degree
  • Islamic Finance knowledge would be an added advantage

Experience:

  • A minimum of 8 years of experience building a private wealth portfolio
  • Experience with managing high-net-worth individuals and institutional clients

Key Competency Requirements:

  1. Interpersonal skills
  2. Wealth Management skills
  3. Networking skills
  4. Knowledge of the capital market and products
  5. Financial intelligence knowledge
  6. Communication and presentation skills
  7. Report writing skills
  8. Negotiation skills
  9. Adept at public speaking
  10. Organizational and planning skills
  11. High standards of ethics and integrity.

Application Deadline
30th January, 2023.

How to Apply
Interested and qualified candidates should send their CV to: [email protected] using “BDE (Private Wealth)” as the subject of the mail.

Tagged as: Business Development, Sales