About the role

  • Source new clients and expand client network in professional and social settings.
  • Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
  • Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earnings and profit potentials.
  • Monitor the financial market trends to promote better decision-making and advise on funds management.
  • Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
  • Comply with rules, regulations and legislation governing the financial services industry.

Requirements

  • Minimum of 5 years of relevant work experience in a financial organization.
  • Strong command of excel and PPT.
  • ***Other core competencies required for this role include;*****
  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability

Benefits

  • Private Health Insurance
  • Pension Plan
  • Training & Development
  • Performance Bonus

Job title

Wealth Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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