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

Description

• We're seeking a dedicated Wealth Manager to join our team. In this role, you'll work closely with high-net-worth clients to provide tailored financial advice and create personalized wealth management strategies.

Key Responsibilities

• Provide comprehensive financial planning services to high-net-worth clients, including retirement planning, investment management, tax planning, and estate planning.
• Establish, develop, and manage a strong pipeline and network of clients for our products
• Employ a variety of means to keep abreast of industry trends and company product knowledge
• Develop and implement customized wealth management strategies based on each client's unique financial situation and goals.
• Build and maintain strong relationships with clients, acting as their trusted advisor and guiding them through key financial decisions.
• Stay informed about market trends and investment opportunities to provide clients with the most up-to-date advice.
• Collaborate with other members of the wealth management team to ensure a seamless client experience.
• Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
• Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
• ·Minimum of 3-5 years of sales and business development experience in the banking/financial sector

Qualifications

• Bachelor's Degree in Finance, Business, or a related field.
• Minimum of 3-5 years of sales and business development experience in the banking/financial sector
• Certified Financial Planner
• Minimum of 5 years of experience in wealth management or financial planning.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proven track record of building and maintaining relationships with high-net-worth clients.

Why Join Us?

• Competitive salary and benefits package.
• Opportunity to work with high-net-worth clients.
• Supportive and collaborative team environment.
• Opportunity for growth and advancement.

Application Closing Date
29th February, 2024.