Treasury Sales Officer (Wealth Management)

at  Vale Finance

Vale Finance is a full-fledged finance company that delivers a bouquet of bespoke financial solutions to help businesses and individuals power their dreams through savings, loans, payments and Investments. Vale Finance Limited (RC 1579883) was incorporated with the Corporate Affairs Commission in 2019 and offers financial services to Individuals, large corporates, SME’s, High Networth Individuals (HNI).
We are licensed by the Central Bank of Nigeria (CBN) as a finance company and also a member of the Finance Houses Association of Nigeria (FHAN), we leverage on technology while also serving the needs of non-digital savvy, applying the highest level of professionalism in service delivery. Our management team consist of seasoned finance experts with many years of experience in diverse sectors.
We are recruiting to fill the position below:

JOB DESCRIPTION

• Drive and grow client investments and assets. Prospect, acquire and manage the portfolio of clients’ investments (sustain and grow a portfolio of clients of HNI and Qualified investors by building long term relationships).
• Organise client meetings to make investment pitches, and discuss financial goals, risk tolerance and investment preferences.
• Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning aligned with client’s objectives and risk profiles.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
• Monitor and review investment performance, conducting periodic portfolio re-balancing to align with clients’ objectives.
• Collaborate with internal teams such as tax advisors, legal professionals and estate planners to coordinate complex financial transactions, such as estate transfers and charitable giving and other comprehensive financial solutions to clients.

REQUIRED SKILLS AND QUALIFICATIONS

• Bachelor’s Degree in Finance, Economics, Business Administration or a related field.
• 4+ years of experience as a wealth manager or in financial services, including knowledge of client acquisition, developing and implementing financial plans and managing investments.
• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Excellent interpersonal skills and the ability to build trust and rapport with clients. Candidate must be result oriented.
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

Please refer the Job description for details