Job Description
Position: Wealth Manager
Industry: Finance
Work Mode: Hybrid
Location: Lagos, Lagos, Nigeria
About the Role
Your mission will be to promote the investment products of the company to corporate and individual clients and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.
Roles and 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.
• 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.
Requirements
• Minimum of 4 years of relevant work experience in a financial organization.
• Strong command of Excel and PPT.
