• Application Deadline:
• Position: Wealth Manager



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience



• Location Lagos




• City Ikeja




• Job Field Finance / Accounting / Audit 
  
  

Role Description

• This is a full-time, on-site role located in Ikeja for a Wealth Manager.


• The Wealth Manager will be responsible for managing clients' investment portfolios, developing financial plans, providing investment advice, and offering insurance solutions.


• Daily tasks include analyzing clients' financial status, developing personalized financial strategies, and maintaining client relationships to ensure financial goals are met.

Qualifications

• Skills in Financial Planning and Finance


• Investment Management and Investments expertise


• Experience with Insurance solutions


• Strong analytical and problem-solving abilities


• Excellent communication and interpersonal skills


• Bachelor's degree in Finance, Economics, Business Administration, or related field


• Relevant certifications such as CFA or CFP are a plus


• Ability to work independently and within a team