Rosabon Financial Services Limited is the leading Financial Intermediary and Equipment Leasing firm in Nigeria, a subsidiary of Concept Group Nigeria. Licensed by the CBN ON April 22, 1993, we have built a reputation for passionately and professionally delivering innovative and superior financial services to our growing clientele by providing value added lease financing services across different sectors of the economy.
With over N2.2 billion in assets – a 400% increase between 2006 and 2011 – we are a driven organization uniquely poised for growth. As a world class organization, we adopt only international best practices in our business operations. We have efficient Risk management and Internal control systems set in place to ensure that all transactions are scrutinized and regulatory requirements are met.
The success of Rosabon Financial Services is attributed to our emphasis on customer satisfaction, integrity, professionalism and our utmost commitment to excellence. As a long standing member of the Equipment Leasing Association of Nigeria (ELAN), our business is backed by sound financial packages and expert advice tailored to suit our client’s needs.
Our Strategy
Over the years, we have achieved great feats by developing world class financial products suited to the different business environments. Our products are designed to meet the diverse demands of our growing clientele.
We strive to offer a comprehensive range of financial products and services. We believe that as a non-banking financial institution, our advantage is that we provide a range of sophisticated financial products to the market.
We offer a broad array of financial solutions that provide an entry to a target market and we leverage on industry specific expertise that we have built over the years in key vertical markets – Financial Services, Manufacturing and Distribution, Retail, Telecommunications and Technology – to increase market share in these industries.
Our Mission To be Nigeria’s foremost development finance institution that continuously provides innovative financial products whilst surpassing stakeholder’s expectations. Our Vision
To create the largest leasing and boutique finance mediation company in Nigeria.
At Rosabon, our values are a signature of our innovation, creativity and excellence. This innovative culture is the driving force behind our business and as a subsidiary of The Concept Group, we ride under the same umbrella of ethics, which have been developed into the acronym CONCEPT, completely defining who we are.Job Summary
As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
The ideal candidates will always present themselves in a manner that reflects the high standards of our financial
services firm.
This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
A neat and presentable appearance is crucial in building trust and confidence with our clients.
While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.
Responsibilities
Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
Any other tasks as assigned by the line manager.
Requirements
Minimum of ND, HND or its equivalent in any field.
1 – 3 yearsof experience in sales in any industry, sales experience within financial services or wealth management is a plus
Charismatic personality with excellent communication and presentation skills.
Smart and sharp Professional outlook
Ability to work independently and meet ambitious targets.
Adept at building and maintaining client relationships.
High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.
Skills / Competencies:
Exceptional interpersonal and relationship-building skills.
Ability to establish trust and credibility with clients.
Effective communication to understand and address clients’ financial goals.
