Job Summary
We are expanding rapidly! We're seeking smart, driven Wealth Managers to join our Lagos team.
In this role, you'll help clients grow their wealth, design investment strategies, drive portfolio growth, and manage relationships with high-net-worth individuals.
Key Responsibilities
Client advisory: Meet with clients to understand financial goals and provide tailored investment advice.
Investment planning: Create and monitor both low-risk and high-yield investment plans.
Client acquisition: Bring in new clients while nurturing existing ones.
Market insights: Stay updated on financial markets and emerging fintech trends.
Requirements
University degree in Finance, Economics, Business, or related fields.
2 - 5 years in wealth management, banking, or investments.
Communication skills: Ability to explain complex financial concepts in simple terms.
Comfortable using mobile apps, CRM tools, and financial software.