Job Title: Wealth Manager
Industry: Investment Banking
Location: Victoria Island
Salary: Negotiable
Summary: The role involves managing relationship with clients, offering financial advice to high net-worth clients, conducting financial planning and assist in preserving and generating wealth.
Responsibilities:
· Develop and maintain a deep understanding of the client’s financial goals and objectives.
· Offer financial advice to high clients, conduct financial planning and assist in preserving and generating wealth.
· Creating and implementing investment strategies that align with clients’ objectives.
· Managing client’s portfolio and making adjustments as needed to meet an investment goal.
· Staying current with industry trends, market conditions, and regulatory changes to ensure clients’ portfolios are performing optimally.
· Communicating regularly with clients to provide updates on their portfolio and discuss any changes in investment strategy.
· Identifying new business opportunities and developing strategies to expand the firm’s client base.
· Building and maintaining strong relationships with clients to foster long-term loyalty and trust.
· Conduct periodic reviews of clients’ portfolios to evaluate performance and identify potential areas for improvement.
Requirements:
· Bachelor’s degree in business- related Field. Master’s Degree will be an added advantage.
· Certification and Knowledge of Asset Management
· Minimum of 5 years’ wealth management experience
· Stakeholder Management.
· Strong relationship Management
· Good negotiation skills
· Ability to think strategically and to lead a team
· Ability to influence and persuade clients
· Building cordial relationships with internal and external stakeholders
· Knowledge of the job and the industry
· Proficiency in Microsoft office.
Qualified candidates should send their CVs to recruitwithjoyagbana@gmail.com, using the job title as subject of the mail.