• Application Deadline: Tue, 10 Oct 2023 00:00:00 GMT
• Position: Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Job Description

• 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