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Wealth Advisor

Sovereign Finance Limited

Lagos, Nigeria Permanent

Published 2 months ago · Expires 3 weeks from now

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Job description

A dynamic team is expanding and looking for the right talent. Role Description - We are seeking a detail-oriented and proactive Wealth Advisors to join our team for growth and productivity. - This is a full-time role for a Wealth Advisor, based on-site in Lagos, Nigeria. - The Wealth Advisor will be responsible for providing financial advisory and investment planning services to clients. - They will manage investments and offer comprehensive wealth management services. - Daily tasks will include identifying potential talents, meeting with clients, assessing their financial needs, developing personalized financial plans, and monitoring and adjusting these plans as needed. Required Qualifications: - Bachelor's degree in Finance, Economics, or related field - 5-7 years of experience in wealth advisory or similar roles - Financial Planning and Retirement Planning skills - Expertise in Investments and Finance - Proficiency in Wealth Management Services - Strong analytical and problem-solving skills - Excellent communication and interpersonal skills - Ability to work on-site in Nigeria Experience: - Experience in financial planning and retirement planning - Expertise in investments and finance - Proficiency in wealth management services - Must be located in Lagos - Monthly Target of N250M

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