Beacongate Limited is a one stop business solution provider company offering a wide range of HR support services to organization in the area of advisory, recruitment, training, business coaching, outsourcing and HR services.
We are recruiting to fill the position below:
Job Title: Wealth Manager
Location: Victoria Island, Lagos
Employment Type: Full-time
- Develop and implement financial plans to meet investment objectives and client goals, including asset allocation and diversification, portfolio analysis, product selection, and performance monitoring
- Identifie client needs and objectives, and suggest suitable investment options, products, and services to satisfy them
- Develop and implement investment policies and procedures
- Monitor client accounts regularly, and advise client on tax, legal, and insurance matters
- Research and suggest investment ideas and products
- Coordinate investment activities with other investment professionals, such as analysts and portfolio managers
- Maintain client records, and document all client transactions
- Liaise with clients to resolve investment disputes
- Develop, implement, and maintain internal operations, including policies, procedures, standards, guidelines, training programs, and cultural values
- Liaise with external counterparti
Application Closing Date
Not Specified.
Sorry, this listing is no longer open.
https://www.hotnigerianjobs.com/hotjobs/623368/wealth-managers-at-beacongate-limited.html