Wealth Advisor at SavingsBox NG

SavingsBox NG is an innovative and e-commerce (FINCOM) fintech platform set to revolutionize the financial landscape in Nigeria. Serving as a comprehensive solution. At Savings Box, we offer automated savings, diverse loan options, and investment opportunities to empower users in securing their financial future and realizing their aspirations. We are embarking on a journey to redefine wealth creation and piloting financial products that meet societal needs.

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Location: Abuja (FCT)
Employment Type: Full-time

Job Responsibilities
As a Wealth Officer in our fintech company, you will be responsible for providing personalized wealth management services to high-net-worth clients. Your role will involve:

• Client Engagement: Build and maintain strong relationships with high-net-worth clients. Conduct initial client consultations to understand financial goals and risk tolerance.
• Develop comprehensive financial plans based on clients' needs and objectives. Provide investment advice and portfolio management services.
• Identify opportunities for upselling and cross-selling wealth management products and services. Achieve and exceed assigned sales targets.
• Stay informed about market trends, economic indicators, and investment opportunities.
• Ensure compliance with industry regulations and internal policies. Conduct risk assessments and implement risk management strategies.
• Educate clients on wealth management strategies, investment options, and financial planning best practices.
• Prepare regular reports on portfolio performance, market updates, and financial planning progress.
• Leverage wealth management tools and financial planning software for client interactions and analysis.
• Provide feedback to enhance product and service offerings.

Job Requirements

• Bachelor's Degree in Finance, Business, Economics, or a related field. Additional certifications are highly desirable.
• Proven experience in wealth management, financial planning, or a related field.
• 3-5 years of experience in a similar role within the fintech or financial services industry.
• Strong understanding of investment products, financial markets, and wealth management strategies. Ability to analyze financial data and provide sound advice to clients.
• Demonstrated ability to build and maintain strong relationships with high-net-worth clients. Experience in understanding and addressing clients' financial goals and needs.
• Excellent verbal and written communication skills.
• Proven track record of achieving sales targets and driving business growth.
• Familiarity with wealth management tools, financial planning software, and CRM systems. Comfortable with leveraging technology for client interactions and financial analysis.
• Strong analytical and problem-solving skilll
• Ability to collaborate with internal teams, including investment analysts, compliance, and customer support.

Application Closing Date
28th February, 2024.