Wealth Officer (Liability Generation) at Sigma Consult

Sigma Consult is a key player in business consulting and advisory services within Nigeria with focus on the healthcare industry. We bridge gaps between inputs and outputs thereby increasing the productivity of its clients.

Wealth Officer (Liability Generation)

Job Type: FullTime
Qualification: BA/BSc/HND , MBA/MSc/MA
Experience: 5 years
Location: Lagos
City: Lekki
Job Field: Sales / Marketing / Retail / Business Development

We are seeking an experienced Wealth Officer – Liability Generation to join our dynamic team. In this role, you will be responsible for driving business growth by sourcing and managing high-net-worth clients, developing tailored financial solutions, and generating liability for the company. The ideal candidate will have a strong background in sales within banking or fintech, with a proven ability to meet and exceed financial targets.

Key Responsibilities

Develop and implement strategies to grow liability through wealth management offerings.
Identify, prospect, and establish strong relationships with high-net-worth individuals, families, and institutions.
Conduct detailed financial assessments to understand clients’ goals, risk appetite, and investment preferences.
Recommend bespoke financial products and services that align with clients’ objectives and drive liability for the company.
Collaborate with internal stakeholders (including finance managers) to ensure seamless delivery of services.
Stay up-to-date with market trends and regulatory developments in wealth management.
Meet or exceed revenue and client acquisition targets.
Represent the company at networking events, conferences, and other business forums to promote the brand and attract new clients.
Serve as a trusted advisor and liaison between the firm and its clients.
Provide regular market and client feedback to the Asset Management team.

Qualifications & Experience

Education & Background:

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Experience:

Minimum of 5 years’ experience in sales, liability generation, and business development within banking or fintech.
Demonstrated ability to source and retain high-net-worth clients and institutions.
Proven track record in meeting deposit mobilization and revenue targets.

Technical Skills:

Strong understanding of wealth management solutions, investment products, and financial markets.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

Soft Skills:

Excellent interpersonal, negotiation, and communication skills.
Ability to work independently and handle multiple priorities in a high-pressure environment.
Strong presentation and reporting skills