Wealth Manager at Elvaridah


At Elvaridah, we emphasize on the critical matters and prospects of organizations such as business growth, strategy, planning, marketing, structure, and people management across different industries. We help companies focus on the growth of their businesses while aligning costs with strategy. With our all-inclusive approach and expertise, we capture values across the boundaries of any organization. Elvaridah focuses on optimizing all the different parts of a business as a unit.

Job Position: Wealth Manager

Job Location: Lagos

Job Description

  1. As a Wealth Manager, you will be responsible for providing Financial advise and personalized investment strategies to our Clients.
  2. You are to assess out clients’financial goals, and current financial situation to develop comprehensive plans for wealth accumulation.
  3. Your competency in Capital markstsz portfolio construction and Financial planning is an added advantage.

Job Responsibilities
Client Assessment:

  1. Conduct thorough interviews to understand Clients’ financial goals, risk tolerance, and current financial situation.
  2. Gather relevant financial information, including assests, liabilities, income and expenses

Financial Planning:

  1. Develop comprehensive financial plans tailored to client’s specific goals and circumstances.
  2. Provide recommendations for achieving Financial objectives.
  3. Develop and implement Investment policies.

Assest Allocation:

  1. Determine the optimal allocation of assets based on the client’s risk profile, time horizon and market condition.
  2. Rebalance portfolios periodically to maintain the desired asset allocations.

Risk Management:

  1. Identify potential risks and vulnerability in client’s financial situation.
  2. Recommend strategies to manage and mitigate risks, such as insurance coverage and diversification.
  3. Analyze mitigation of uncertainty in Investment decisions.

Retirement Planning And Education Guidance:

  1. Develop retirement savings plans aligned with client’s lifestyle goals.
  2. Help clients manage their assets turning retirement to ensure a comfortable lifestyle.
  3. Offer Financial education to clients about Investment options, market trends, and economic concepts.
  4. Monitor clients account regularly.
  5. Advise clients on tax, legal and insurance matters.

Market Research:

  1. Stay updated on financal markets, economic conditions and industry trends.
  2. Provide insights and recommendations based on research.

Investment Management:

  1. Develop investmet portfolios aligned with Client’s goals and risk profiles.
  2. Monitor and adjust Investment strategies based on market conditions.
  3. Conduct research to identify suitable Investment opportunities.

Job Requirements

  1. A Bachelor’s Degree in Finance, Economics, Business, Accounting or a related field.
  2. Strong financial expertise
  3. Analytical ability
  4. Ability to evaluate risk tolerance
  5. Ethics and Integrity
  6. Technology Proficiency, especially Financial software, Investment analysis tools, and Customer Relationship Management (CRM)
  7. Effective time management.

Application Deadline
30th December, 2023.

How to Apply
Interested and qualified candidates should send their CV and Cover Letter to: careers@elvaridah.com using “Wealth Manager” as the subject of the email.

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