Aldelia Group - Our client, an indigenous Financial Services company is recruiting to fill the position below:
Job Title: Wealth Manager
Location: Lagos
Responsibilities
- Provide Wealth Management service to clients which include, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
- Extensive communication with clients and their Advisors
- Discuss investment performance, economic
- Research new and emerging trends and technologies in areas of Portfolio Management and Financial Planning and market trends
- Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
- Develop leads and referrals from current clients and outside contacts
- Participate in sales meetings with prospective clients
Requirements
- Candidate must have a minimum of 5 - 7 years of work experience in a similar role and must be currently working in a financial institution.
Application Closing Date
11th March, 2020.
How to Apply
Interested and qualified candidates should send their Application Letter and CV to: [email protected] clearly indicating the "Job Title" as the subject of your mail.
https://www.hotnigerianjobs.com/hotjobs/277746/wealth-manager-at-aldelia-group.html