Wealth Manager

Responsibilities:

• 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 advice 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.

Qualifications, Experience and Skills:

• Minimum of a B.Sc. or HND from any recognized institution in Accounting or a related field.
• A postgraduate degree would be an added advantage.
• Minimum of 2 years of relevant work experience in any financial organization.
• Strong command of Excel and PowerPoint.
• Other core competencies include good decision-making skills, problem-solving, and excellent analytical thinking skills.
• Written and verbal communication skills.
• Attention to detail and networking skills.
• Teamwork, leadership ability and Time management skills