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.
Job duties and responsibilities
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
Job requirements and qualifications
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.
Salary
N400,000 - N800,000
Minimum Experience
5 years
Maximum Experience
10 years
Application Deadline: 29th December, 2024
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