• Application Deadline: Fri, 27 Jan 2023 00:00:00 GMT
• Position: Wealth Manager - Port Harcourt, Rivers


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 5 - 7 years


• Location Rivers


• Job Field Finance / Accounting / Audit 
  

Description

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

• Leading the team of Wealth Managers.


• Participating in forming the team if needed.


• 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

• Experience with leading the teams


• 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

Recruitment Process

• A screening call with the Senior Recruiter ~30 minutes


• Technical interview with the hiring manager ~30 minutes