• Application Deadline: Wed, 24 Apr 2024 00:00:00 GMT
• Position: Wealth Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 3 - 4 years


• Location Lagos


• City Victoria Island


• Job Field Insurance  , Sales / Marketing / Retail / Business Development 
  

Our client is a leading secure investments management firm in Nigeria, a multi-asset manager duly licensed by the Securities and Exchange Commission (“SEC”) to provide portfolio and fund management services. Due to expansion, they are in need of a WEALTH MANAGER

JOB RESPONSIBILITIES:

• Achieve the assigned individual AUM target for the period.


• Advising clients on financial products and services


• Review clients' portfolios and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.


• Managing Investment and Assets.


• Recommend to clients, strategies in cash management, investment planning, or other areas to help them achieve their financial goals.


• Implement financial recommendations and assist with plan implementation.


• Contact clients periodically to determine any changes in their financial status.


• Investigate available investment opportunities to determine compatibility with the client’s financial plan.


• Monitor financial market trends to ensure that client’s plans are responsive.


• Devise debt liquidation plans that include payoff priorities and timelines.


• Analyze Financial information with the client to learn about their financial goals, risk tolerance, and current asset allocation.


• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.


• Ensure all regulatory compliance requirements are strictly observed and followed.


• Monitor capital market trends/development and provide relevant market insight to support the investment decision-making process.


• Optimize the use of technological tools to improve the investment management process and operational efficiency.


• Act as a good ambassador of the organization through proper conduct always to portray the organization in a good light.


• Utilize tactical negotiation skills to improve the funding cost of the fixed-income portfolio and other funds under management.


• Develop a weekly strategic prospecting plan and share it with the Head, Wealth Management


• Report all feedback from clients to the Head, of Wealth Management.

JOB REQUIREMENTS:

• ​Bachelor’s degree in business, Accounting, Marketing, or related fields


• Master’s Degree will be an added advantage.


• Professional qualification/membership from a reputable institution


• Minimum of three (3) years relevant working experience in a similar role within the asset management industry is highly desirable


• Strong business acumen to be able to recognize and interpret commercial opportunities.


• Strategic thinker and ability to analyze and solve problems quickly.


• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.


• Highly agile in learning, adapting to an ever-changing business environment, and with a strong ability to cope with a fast, dynamic pace.