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

Rosabon Financial Services Limited, a leading non-banking financial institution in Nigeria, is hiring for four Wealth Management Executive (IMTT) positions. Based in Abuja, Kano, Lagos, and Rivers, this role offers a unique opportunity for driven professionals to build a career in wealth management.

The Company: Rosabon Financial Services

A member of the Concept Group and licensed by the Central Bank of Nigeria since 1993, Rosabon is a trusted name in financial services and equipment leasing in Nigeria. It has grown into a prominent intermediary, known for serving niche and general markets with innovative financial solutions. For individuals passionate about finance and relationship-building, Rosabon’s reputation and wide client base offer a promising foundation.

The Wealth Management Executive Role

As a Wealth Management Executive, you’ll play a vital role in driving Rosabon’s wealth management business. Your primary responsibility will be to acquire new clients while nurturing and strengthening relationships with existing clients. This position combines financial advisory with sales, making it perfect for those with strong interpersonal skills and a genuine interest in helping clients achieve their financial goals.

Key Responsibilities

1. Client Acquisition
   Wealth Management Executives are expected to independently source and acquire clients through networking, prospecting, and relationship-building strategies. The role is sales-focused, with a significant part of your day dedicated to finding clients interested in wealth management services.
2. Financial Needs Analysis
   A core component of the job is conducting a financial needs analysis for each client. This analysis helps you assess their goals, financial health, and risk tolerance to provide tailored recommendations on wealth management solutions that align with their objectives.
3. Long-Term Relationship Building
   Establishing trust and fostering long-term relationships are key to success in this role. By offering outstanding service and regular updates, you’ll help clients feel secure and informed about their financial strategies.
4. Staying Updated on Industry Trends
   The wealth management landscape is constantly evolving, and staying informed on industry trends, market conditions, and competitor offerings is essential. This knowledge enables you to advise clients effectively and position Rosabon’s wealth management services as the best choice for their financial needs.
5. Compliance and Reporting
   Adherence to regulatory requirements is critical, especially in the financial sector. Wealth Management Executives at Rosabon are responsible for ensuring that client interactions and transactions comply with both regulatory and company policies. You’ll also report regularly on client acquisition and revenue generation.

Required Skills and Qualifications

The Wealth Management Executive role demands a mix of financial knowledge, relationship-building abilities, and a professional demeanor. Here’s what Rosabon is looking for:

• Educational Background: A National Diploma (ND) or Higher National Diploma (HND) in any field is required, though a background in finance, business, or related areas is advantageous.
• Sales Experience: While prior experience in wealth management isn’t mandatory, 1-3 years in a sales role is preferred. Experience in the financial sector is a bonus.
• Interpersonal Skills: Candidates need exceptional interpersonal and relationship-building skills to establish trust with clients and drive client acquisition.
• Professional Appearance: As the face of Rosabon’s wealth management division, a professional, polished appearance is important for building client confidence.
• Independence and Goal Orientation: This is an independent role that requires self-motivation and a strong drive to meet ambitious targets. You’ll need to be comfortable working autonomously and navigating sales processes.
• High Ethical Standards: Ethical behavior is crucial in financial dealings. Rosabon seeks candidates who prioritize clients’ best interests and maintain integrity in all interactions.

Benefits and Career Growth

The Wealth Management Executive position is a contract-based role, which offers competitive compensation, a supportive work environment, and potential for growth. Rosabon’s reputation as a trusted financial institution, along with its focus on employee development, provides a solid foundation for building a career in wealth management and financial services.

Preparing a Strong Application

If you’re considering applying, here are some tips to strengthen your candidacy:

1. Highlight Sales Success: Share specific achievements in previous sales roles, especially those that involve client acquisition or relationship management.
2. Showcase Financial Literacy: Even if your background isn’t strictly in finance, any experience or coursework that demonstrates financial knowledge can be advantageous.
3. Demonstrate Professionalism: In your application and interviews, emphasize your commitment to ethical behavior and client-first principles.
4. Prepare for Behavioral Interview Questions: Rosabon is likely to assess how you handle client interactions and challenging situations, so practice responses that showcase your interpersonal skills.

Conclusion: Seizing the Opportunity at Rosabon

For ambitious professionals eager to grow within the financial services sector, the Wealth Management Executive role at Rosabon Financial Services Limited offers both challenge and reward. This is an opportunity to make a meaningful impact by helping clients achieve financial security while working within a respected organization.

If you’re ready to take the next step, consider applying before the December 6, 2024 deadline. This role could be the career-advancing opportunity you’ve been looking for.