Wealth Manager

FairMoney

Description
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.
Requirements
Experience with leading the teams
Minimum of 5 years of relevant work experience in a financial organization.
Strong command of excel and PPT.
Other core competencies required for this role include;
Decision Making
Problem Solving
Analytical Thinking
Verbal and Written Communication skills
Attentiveness to Detail
Time Management
Networking skills
Teamwork
Leadership ability
Benefits
Private Health Insurance
Pension Plan
Training & Development
Performance Bonus
Recruitment Process
A screening call with the Senior Recruiter ~30 minutes
Technical interview with the hiring manager ~30 minutes

Job overview

  • Job's title: Wealth Manager
  • Publication date : 2023-05-24 May be expired
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