Ifeoma Onuoha

Lead, Wealth Management at Norrenberger
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us****@****om
(386) 825-5501
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Experience

    • Nigeria
    • Financial Services
    • 1 - 100 Employee
    • Lead, Wealth Management
      • May 2023 - Present

      To improve Market Position ,brand visibility and acceptance , build key customer relationships , negotiate and close business deals,work with internal/external stakeholders to increase growth and maximize revenue. To improve Market Position ,brand visibility and acceptance , build key customer relationships , negotiate and close business deals,work with internal/external stakeholders to increase growth and maximize revenue.

    • Nigeria
    • Investment Management
    • 1 - 100 Employee
      • Jan 2023 - May 2023

      • Lead a team of sales professionals, reporting to the MD/CEO and working with diverse stakeholders – including legal and compliance, marketing, and IT teams, to identify and capture sales opportunities and drive business growth through strategic partnerships and relationship management

      • Dec 2020 - Jan 2023

      • Led efforts to diversify the firm’s asset management business by starting and developing the wealth management desk, identifying, engaging, and converting over 50% of the prospective investors• Increased brand loyalty and trust, excellent testimonials and feedback, and valuable referrals by introducing personalized periodic portfolio reviews and advisory sessions for high-net-worth clients, engaging with five ultra HNIs in collaboration with the investment management team

    • Nigeria
    • Financial Services
    • 1 - 100 Employee
      • Aug 2019 - Nov 2020

      • Led a team of sales professionals, reporting to the MD/CEO and working with diverse stakeholders – including legal and compliance, marketing, and IT teams, to identify and capture sales opportunities and drive business growth through strategic partnerships and relationship management

      • Jan 2016 - Aug 2019

    • Nigeria
    • Investment Management
    • 1 - 100 Employee
    • Customer Relations Officer
      • Aug 2014 - Sep 2015

      • Improved loyalty amongst existing customers through exceptional service and personalized experiences • Reviewed the status of customer accounts regularly to identify inactive accounts and engage the account owners to forestall account dormancy • Prepared pitch books, investment teasers and information packs for financial advisory services • Tracked and analyzed trends in customer complaints and requests, resolved customer complaints and monitored competitor activities to ensure timely responses to changes in the market • Performed initial due diligence and KYC on potential principal investments and liaised with regulators, including SEC and the Nigerian Exchange, and other third parties to ensure client compliance with regulations Show less

  • Spotnet Technologies
    • Lagos, Lagos State, Nigeria
    • Client Services Representative
      • Nov 2013 - Aug 2014

      • Managed the client database, orders, and enquiries for IT hardware and office supplies • Drafted letters, proposals and memos and responded to clients’ enquiries and complaints through e-mails and bulk messages; carried out their administrative duties as assigned by management • Managed the client database, orders, and enquiries for IT hardware and office supplies • Drafted letters, proposals and memos and responded to clients’ enquiries and complaints through e-mails and bulk messages; carried out their administrative duties as assigned by management

Education

  • Nexford University
    Master of Business Administration - MBA
    2022 - 2023
  • Imo State University
    Bachelor's degree, Mass Communication/Media Studies

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