Wealth Manager
Job details
Job title : Wealth Manager jobs in Lagos Job Location : Lagos Deadline : May 25, 2024 Quick Recommended Links About the Role Your mission will be to promote 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.
- 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.
- Minimum of 5 years of relevant work experience in a financial organization.
- Strong command of excel and PPT.
- Decision Making
- Problem Solving
- Analytical Thinking
- Verbal and Written Communication skills
- Attentiveness to Detail
- Time Management
- Networking skills
- Teamwork
- Leadership ability
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