Job description: looking to you to show case to advisors the power behind Canada Life solutions. For candidates in British Columbia, the base salary… and in a team environment Be your best at Canada Life- Apply today! Being a part of Canada Life means you have a voice…

Expected salary: $82800 – 137900 per year

Location: Toronto, ON

Job date: Sat, 23 Dec 2023 08:10:09 GMT

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Job description: Job Description:

JOB TITLE: Wealth Managers (Digital Financial Services)

Location: Lagos

Level: Associate

About Company: Our client is a fast-growing Digital Financial Services company that offers investment and credit opportunities to both corporate and individual clients in Nigeria.

Job Summary: The company is looking to hire Wealth Managers who will be willing to join the deposit mobilization team to mobilize funds, monitor and execute action plans to achieve the overall fund target allocated, and manage investments.

Key Responsibilities:

§ Managing Investments.

§ To drive the deposit mobilization arm of the business.

§ Mobilization of funds from private sector entities, individuals, and corporate agencies.

§ Identify target markets with identified volumes to drive high volumes of new funds to the Company.

§ Work with the team to develop and implement a business development plan to improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.

§ Oversee the development of innovative investment products in line with customer needs

§ Develop and maintain relationships with corporate clients and individual depositors

§ Advise clients on funds status and generate new clients on an ongoing basis.

§ Meet assigned targets and quotas.

§ Identifying any factors that are hindering performance or that put it at risk and propose remedies.

Requirements

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

§ Experience in the financial services/FinTech industry or related investment sectors.

§ Proven track record of being a successful Deposit Mobilizer in a Financial institution.

§ Excellent written and verbal communication skills

§ Excellent teamwork skills.

§ Negotiation Skills.

§ A vast network of big retail merchants is preferred.

§ Strong analytical skills in sales and performance monitoring.

§ Strong negotiation and leadership skills.

§ Exceptional customer service skills.

§ Excellent communication skills

Benefits

Compensation: Base pay N250,000.00 – N450,000.00 monthly net plus other interesting benefits.

Expected salary:

Location: Lagos, Lagos State

Job date: Thu, 11 Jan 2024 03:25:59 GMT

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Job description: Job Summary

As part of the summer internship, you will support the V.P. and Head of Wealth Management Canada (WMC), Branch Operating Solutions & Effectiveness. In this role, you will provide administrative support focused on operational efficiency initiatives intended to drive an exceptional Client and Advisor experience. You will work with various stakeholders including Training, Communications and Change Management teams, Business Product teams, Data Analytics teams, Back-office Operations and Compliance.

Job Description

Some of the core duties will include:

Client Account Onboarding Data Analysis – technical and business research analysis surrounding various eSigning capabilities and legacy scanning processes; data analysis surrounding adoption of tools and straight through processing capabilities.

Cyber Security Education – support various change management initiatives focused on educating/training investment advisors with respect to data protection best practices; source and write education content as required.

General Project Management Skills Development – oversee and manage the coordination of ‘landline’ phone decommissioning across WMC head office groups in Toronto, tracking cost savings vs. increased costs of mobility.

Business Continuity Management – support annual Business Continuity Planning activities and quarterly application compliance reviews.

Other – various ad hoc initiatives as required.

Job Skills Business Initiatives, Business Processes, Documentation Procedures, Finance, Intranet Content, Operational Activities, Procedure Manuals, Wealth Management

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Student/Coop (Fixed Term)

Pay Type: Salaried

Posted Date: 2023-12-22

Application Deadline: 2024-01-21

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expected salary:

Location: Toronto, ON

Job date: Sun, 24 Dec 2023 06:08:57 GMT

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Job description: Rosabon Financial Services Limited – Award winning Rosabon Financial Services is a member of the Concept Group. Licensed by the Central Bank of Nigeria, CBN on April 22, 1993 and being a long standing member of the Equipment Leasing Association of Nigeria (ELAN), the organization has evolved into Nigeria’s leading Non-Banking Financial Intermediary and Equipment Leasing firm focused on niche and general markets.

We are recruiting to fill the position below:

Job Position: Wealth Management Executive (Deposit Mobilization)

Job Location: Yaba, Lagos
Employment Type: Contract

Job Description

• Are you a results-driven marketing enthusiast with a passion for creating innovative solutions? Do you thrive in a dynamic environment where your networking and sales skills can make a significant impact? We have the perfect role for you!
• Join our esteemed organization ,Rosabon Financial Services,as a Wealth Management Executiveand unleash your potential in a rewarding and fast-paced environment.
• As an IMT, you will play a pivotal role in our Treasury Department, generating new client accounts and providing top-notch marketing services to our valued existing clients.

Key Responsibilities

• Network with organizations and people,explore diverse opportunities to develop new leads on a weekly basis.
• Utilize your outstanding communication skills to contact sales leads, set appointments, and expertly close sales.
• Identify and actively support sales and marketing activities, including local networking events, market storms, promotions, and more.
• Assess client marketing needs and tailor bespoke solutions to meet their unique requirements effectively.
• Manage client accounts with finesse, ensuring existing business retention while proactively cultivating new opportunities.
• Be the epitome of exceptional customer service, leaving a lasting impression on our valued clients.

Preferred Qualifications
To thrive in this role, we are looking for candidates who possess the following:

• B.Sc / HND in any field
• 1-5 years of experience in sales, networking, and marketing, preferably within a Treasury or financial setting.
• Exceptional communication and interpersonal skills to build lasting relationships with clients.
• A creative mindset to develop unique marketing strategies and solutions for our clients’ needs.
• Strong organizational abilities to manage multiple client accounts and deliver exceptional results.
• Passion for staying updated with industry trends and an eagerness to share insights with the team.

What We Offer
At our company, we recognize and appreciate the value of our employees. As a Wealth Management Executive, you will enjoy:

• A competitive monthly salary and performance-based incentives that reward your hard work and dedication.
• Ample opportunities for personal and professional growth, with ongoing training and development programs.
• A supportive and collaborative team environment that encourages creativity and innovation.
• Access to cutting-edge resources and tools to excel in your role and deliver exceptional results.
• The chance to work with diverse clients and industries, broadening your expertise and network.

Expected salary:

Location: Yaba, Lagos State

Job date: Fri, 22 Dec 2023 02:58:00 GMT

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Job description: salary. The role will be based at 33 Canada Square Canary Wharf – London, E14 5LB, United Kingdom. Citi is an Equal… Global Wealth is looking for full-time Analysts to join the growing business in London. Citi’s Global Wealth services…

Expected salary:

Location: London

Job date: Wed, 25 Oct 2023 02:41:37 GMT

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