Wealth Manager needed at Fadac Resources
Job title : Wealth Manager
Job Location : Lagos
Deadline : April 24, 2024
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Our client is a leading secure investments management firm in Nigeria, a multi-asset manager duly licensed by the Securities and Exchange Commission (“SEC”) to provide portfolio and fund management services. Due to expansion, they are in need of a WEALTH MANAGER
JOB RESPONSIBILITIES:
- Achieve the assigned individual AUM target for the period.
- Advising clients on financial products and services
- Review clients’ portfolios and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Managing Investment and Assets.
- Recommend to clients, strategies in cash management, investment planning, or other areas to help them achieve their financial goals.
- Implement financial recommendations and assist with plan implementation.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with the client’s financial plan.
- Monitor financial market trends to ensure that client’s plans are responsive.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Analyze Financial information with the client to learn about their financial goals, risk tolerance, and current asset allocation.
- Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
- Ensure all regulatory compliance requirements are strictly observed and followed.
- Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.
- Optimize the use of technological tools to improve the investment management process and operational efficiency.
- Act as a good ambassador of the organization through proper conduct always to portray the organization in a good light.
- Utilize tactical negotiation skills to improve the funding cost of the fixed-income portfolio and other funds under management.
- Develop a weekly strategic prospecting plan and share it with the Head, Wealth Management
- Report all feedback from clients to the Head, of Wealth Management.
JOB REQUIREMENTS:
- Bachelor’s degree in business, Accounting, Marketing, or related fields
- Master’s Degree will be an added advantage.
- Professional qualification/membership from a reputable institution
- Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable
- Strong business acumen to be able to recognize and interpret commercial opportunities.
- Strategic thinker and ability to analyze and solve problems quickly.
- Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
- Highly agile in learning, adapting to an ever-changing business environment, and with a strong ability to cope with a fast, dynamic pace.
How to Apply for this Offer
Interested and qualified candidates should forward their CV to: [email protected] using the position as subject of email.
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