CRUSADER VACANCY
A major financial service institution synonymous with creation and preservation of wealth
1. HEAD, WEALTH MANAGEMENT
RESPONSIBILITIES
- Report to the MD
- Will acquire high net worth customers and provide premier wealth planning and multi asset class solutions
- Design and market insurance and financial products
- Smartly plan and consistently manage the investment portfolio which matches clients objectives and risk profile
- Create dynamic flow of communication and aim to build a long term relationship between the team and customers
- Closely work with various business partners to grow the business through effective networking
REQUIREMENTS
- BSC in mathematics, statistics or economics or related field
- At least 8 years working experience in assets management or stock broking firm
- Knowledge of insurance is a must
- Good analytical and leadership skills
METHOD OF APPLICATION
Send detailed CV within 2 weeks of advert to; hr@crusaderplcnig.com