Wealth Manager (Full time)

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We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavours. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.

To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

• • Develop and implement financial plans to meet investment objectives and client goals, including asset allocation and diversification, portfolio analysis, product selection, and performance monitoring
  • Identifie client needs and objectives, and suggest suitable investment options, products, and services to satisfy them
  • Develop and implement investment policies and procedures
  • Monitor client accounts regularly, and advise client on tax, legal, and insurance matters
  • Build and manage relationships, identify, and cultivate potential leads
  • Develop a thorough understanding of client’s financial needs, goals, and expectations, and match resources to their specific needs
  • Research and suggest investment ideas and products
  • Coordinate investment activities with other investment professionals, such as analysts and portfolio managers
  • Oversee operations of a branch office
  • Maintain client records, and document all client transactions
  • Liaise with clients to resolve investment disputes
  • Develop and implement plans that maximize long term growth and cash flows in the portfolio
  • Develop, implement, and maintain internal operations, including policies, procedures, standards, guidelines, training programs, and cultural values
  • Meet with clients as needed to discuss financial matters, review their portfolio, and address other concerns
  • Liaise with external counterparties

• • Degree in finance, economics, management, or related field.
  • Previous experience in financial services.
  • Minimum of 5 years working experience 
  • Must be analytical.
  • Able to understand complex information.
  • Strong mathematical skills.
  • Confidence.
  • Good presentation skills.

• N400,000 - N800,000

• 5 years

• 10 years

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