Wealth Manager at Kennedia Consulting Limited

Kennedia Consulting is a cost-effective and professional HR Service firm in West Africa region. We are a company that provides qualitative consulting and outsourcing services to our esteemed clients and have continuously kept ourselves “ahead of the curve”. Our innovative solutions run across areas of Personnel Outsourcing, Recruitment, Training, Business Process Outsourcing (BPO) & TaxationServices.

We are recruiting to fill the position below:

Job Title: Wealth Manager

Location: Victoria Island, Lagos
Employment Type: Full-time

Job Description

• We are seeking an experienced and knowledgeable Wealth Manager to join our team. In this role, you will work closely with high-net-worth individuals, families, and organizations to understand their financial needs and goals and provide tailored financial planning and investment management solutions.

Key Responsibilities

• Develop and maintain strong relationships with clients to understand their unique financial needs and goals
• Analyze clients' financial situations and develop personalized financial plans
• Provide investment management advice, including asset allocation, portfolio construction, and ongoing monitoring
• Provide retirement planning advice, including income projections, Social Security optimization, and tax-efficient withdrawal strategies
• Provide tax planning advice, including strategies to minimize taxes and maximize after-tax returns

Requirements

• B.Sc Degree in Accounting, Finance, Economics, or any related discipline.
• Professional Accounting, ACA, ACCA, etc. is an added advantage.
• A minimum of 7 years in a Finance role.
• Key knowledge of Macroeconomic indicators
• Key Knowledge of financial statement analysis.
• Key knowledge of SQL, ACL scripting, and Power BI

Application Closing Date
11th March, 2024.