Wealth Advisor at SavingsBox

SavingsBox is an innovative and e-commerce (FINCOM) fintech platform set to revolutionize the financial landscape in Nigeria. Serving as a comprehensive solution, Savings Box offers 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: Gwarinpa, Abuja (FCT)
Employment Type: Full-time

Job Description

• The Wealth Advisor will be responsible for advising clients on investment strategies, retirement planning, and wealth management solutions tailored to their financial goals.

Responsibilities

•  Develop and implement customized wealth management strategies for clients.
• Build and manage client relationships, understanding their financial goals and providing personalized advice.
• Conduct regular reviews of client portfolios and suggest adjustments as necessary.
• Stay up-to-date on market trends, products, and legal changes to provide informed advice.
• Collaborate with other team members to optimize client experience and drive growth.

Requirements

• Bachelor’s degree in Finance, Business, or related field.
• At least 4 years of experience as a wealth advisor or financial planner.
• Financial certifications (e.g., CFP, CFA) are a plus.
• Strong understanding of investment products, and retirement planning.
• Excellent communication and client-relationship management skills

Application Closing Date
30th November, 2024.