Wealth Manager at a Leading Secured Investments Management Firm - Fadac Resources and Services Limited

Fadac Resources and Services Limited - Our client is a leading secured investments management firm in Nigeria, a multi-asset manager duly licensed by the Securities and Exchange Commission (“SEC”) to provide portfolio and fund management services.

Due to expansion, they are recruiting to fill the position below:

Job Title: Wealth Manager

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

Job Responsibilities

• Achieve the assigned individual AUM target for the period.
• Advising clients on financial products and services
• Review clients' portfolios and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
• Managing Investment and Assets.
• Recommend to clients, strategies in cash management, investment planning or other areas to help them achieve their financial goals.
• Implement financial recommendations and assist with plan implementation.
• Contact clients periodically to determine any changes in their financial status.
• Investigate available investment opportunities to determine compatibility with client’s financial plan.
• Monitor financial market trends to ensure that client’s plans are responsive.
• Devise debt liquidation plans that include payoff priorities and timelines.
• Analyze Financial information with client to learn about their financial goals, risk tolerance and current asset allocation.
• Provide financial advisory to high net-worth clients on the ideal asset allocation structure.
• Ensure all regulatory compliance requirements are strictly observed and followed.
• Monitor capital market trends/development and provide relevant market insight to support the investment decision making process.
• Optimize the use of technological tools to improve the investment management process and operational efficiency.
• Act as a good ambassador of the organization through proper conduct always to portray the organization in good light.
• Utilize tactical negotiation skills to improve the funding cost of the fixed income portfolio and other funds under management.
• Develop a weekly strategic prospecting plan and share with the Head, Wealth Management
• Report all feedback from clients to the Head, Wealth Management.

Job Requirements

• Bachelor’s Degree in Business, Accounting, Marketing, or related fields
• A Master’s Degree will be an added advantage.
• Professional qualification/membership from a reputable institution
• Minimum of three (3) years relevant working experience in a similar role within the asset
• management industry is highly desirable
• Strong business acumen to be able to recognize and interpret commercial opportunities.
• Strategic thinker and ability to analyze and solve problems quickly.
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth.
• Highly agile in learning, adapting to an ever-changing business environment, and with strong ability to cope with fast, dynamic pace.

Application Closing Date
20th July, 2024.

How to Apply
Interested and qualified candidates should send their applications to: folusho.o@fadacresources.com using the Job Title as the subject of the mail.