Wealth Manager at Alan & Grant

Alan & Grant - Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos
Industry: Financial Services

Job 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 for 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 course 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

• A First Degree; a Master’s Degree is an added advantage.
• Minimum of 4 years relevant work experience in a financial organization.
• Strong command of excel and PPT.

Other core competences 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.

Salary
N600,000 - N850,000 Monthly.

Application Closing Date
Not Specified.