• Application Deadline: Mon, 31 Mar 2025 00:00:00 GMT
• Position: Wealth Manager



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 3 years



• Location




• Job Field Banking  , Sales / Marketing / Retail / Business Development 
  
  

The ideal candidate will have a strong background in microfinance and wealth management, with excellent communication and interpersonal skills.

Key Responsibilities:

1.  Wealth Management: Provide comprehensive wealth management services to clients, including financial planning, investment advice, and portfolio management.


2. Client Acquisition: Identify and acquire new clients, building relationships and providing tailored financial solutions.


3. Portfolio Management: Manage and monitor client portfolios, ensuring alignment with their financial goals and risk tolerance.


4. Product Development: Collaborate with internal stakeholders to develop new wealth management products and services.

Requirements:

1. Microfinance Experience: At least 3 years of experience in microfinance, preferably in a wealth management or investment role.


2. Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.


3. Analytical Skills: Strong analytical skills, with the ability to analyze financial data and develop comprehensive financial plans.


4. Business Development Skills: Proven business development skills, with the ability to identify and acquire new clients.