• Application Deadline: Tue, 30 May 2023 00:00:00 GMT
• Position: Financial Advisor (Wealth Manager)


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 5 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Our client is a fast growing mortgage bank which specialize in FHA/VA purchases, streamlines and cash out refinances. Due to expansion, they are looking to recruit a financial advisor (wealth manager).

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