Wealth Manager at a Professional Financial Services Company - Fadac Resources and Services Limited

Fadac Resources and Services Limited - Our client is a professional financial services institution for our esteemed clients through the competitive pricing of our diversified products - credits and loans (personal and SME), savings, investments, project and structured financing.

They are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Lagos
Employment Type: Full-time

Job Description

• We are looking for a Wealth Manager to be responsible for acquiring and driving wealth procurement. The responsibilities of Wealth Managers include relationship management, Wealth Marketing, and Business Analysis.
• To be successful as a Wealth Manager, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities

• Fund mobilization and/or Liability Generation
• Analyse financial information
• Cultivate client relationships
• Develop Wealth Marketing and Sales strategies
• Manage Assets and client portfolios
• Compliance and Risk Averse
• Needs to be based in Lagos
• Strong presentation skills, and an understanding of customer relations tactics
• Business Analyst mindset and numbers-driven
• Hit and exceed quarterly targets.

Requirements

• Degree in Finance, Economics, Management, or a related field with 2 - 4 years relevant work experience.
• Previous experience in financial services
• Must be analytical
• Able to understand complex information
• Strong numerical skills.

Competencies:

• Knowledge of finance - wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term
• Analytical thinking - it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as stock prices, client cash flow, and net assets
• Communication skills - wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations
• Relationship management - since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behaviour, a willingness to listen, and consistent performance
• Adaptability and Perseverance - rather than advocating for a financial plan that’s set-in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and change client goals.

Application Closing Date
28th June, 2023.