• 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.
• 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.
• Identify and actively support sales and marketing activities, including local networking events, market storms, promotions, and more.
• 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:

• 1-5 years experience in sales, networking, and marketing, preferably within a Treasury or financial setting.
• B.Sc / HND in any field
• 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.