• Application Deadline: Tue, 30 May 2023 00:00:00 GMT
• Position: Wealth Mobilization Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 5 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  


• Salary Range ₦200,000 - ₦300,000/month
  

Roles and Responsibilities

• Develop and maintain a deep understanding of the client’s financial goals and objectives.


• Offers financial advice to high clients. Conduct financial planning and assist in preserving and generating wealth.


• Creating and implementing investment strategies that align with clients’ objectives.


• Managing client’s portfolio and adjusting as needed to meet an investment goal.


• Staying current with industry trends, market conditions, and regulatory changes to ensure clients’ portfolios are performing optimally.


• Communicating regularly with clients to provide updates on their portfolio and discuss any changes in investment strategy.


• Identifying new business opportunities and developing strategies to expand the firm’s client base.


• Building and maintaining strong relationships with clients to foster long-term loyalty and trust.


• Conduct periodic reviews of clients’ portfolios to evaluate performance and identify potential areas for improvement.


• Collaborating with the internal team to ensure the firm’s operational processes are efficient and effective.

Qualifications

• Interested candidates should possess a Bachelor's Degree with 3-5 years experience.