Wealth Manager at FairMoney

  • Full Time
  • Onsite
  • Permanent
  • Lagos

Website FairMoney

Wealth Manager

Description

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

  • Source for new clients and expand client network in professional and social settings.
  • Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
  • Present investment opportunities and related analysis while pitching proposed course of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earnings and profit potentials.
  • Monitor the financial market trends to promote better decision making and advise on funds management.
  • Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets and general current events.
  • Comply with rules, regulations and legislation governing the financial services industry.

Requirements

  • A First Degree; a Master’s degree is an added advantage.
  • Minimum of 4 years relevant work experience in a financial organization.
  • Strong command of excel and PPT.

Other core competences required for this role include;

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability

Benefits

  • Private Health Insurance
  • Pension Plan
  • Training & Development
  • Performance Bonus

To apply for this job, click on this link--> apply.workable.com.

Wealth Manager at FairMoney

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