Job title : Wealth Manager ( Marketer in the Bank) jobs in Lagos
Job Location : Lagos
Deadline : May 30, 2023
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Our client is a professional financial services institution based in Lagos, Nigeria that believes in the philosophy of “financial freedom” for our esteemed clients through the competitive pricing of our diversified products – credits and loans (personal and SME), savings, investments, project and structured financing while leveraging on modern technology, innovation, strategic partnerships and upholding professional best practices. They are looking to hire WEALTH MANAGERS
JOB RESPONSIBILITIES
- Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
- Analyze existing securities and portfolios and supplement their findings with research about possible investments.
- Source and manage funds for the organization.
- Offering clients suggestions on various financial products and services
- Assisting clients in the purchase and sale of stocks
- Managing and monitoring investments on behalf of clients
- Helping clients with tax and estate planning services
- Analyzing clients’ financial goals and assets allocation
- Examining clients existing investment portfolios and suggesting improvements
- Helping develop effective strategies to increase overall wealth
- Managing assets and setting up investments for clients
- Coordinating with other Financial Planners to meet client’s goals
- Monitoring the performance of investments done by clients
- Helping resolve any financial issues and other legal complications with investments
Job Requirements
- Bachelor’s degree in Finance, Accounting, Business Management, Economics, or a related field
- 3- 5 years of experience as a Wealth Manager.
- Familiarity with investment management.
- Proficiency in Microsoft Office tools particularly Excel
How to Apply for this Offer
Interested and qualified candidates should forward their CV to: comfort@fadacoutsourcing.com using the position as subject of email.
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- Wealth Manager ( Marketer in the Bank) jobs