Wealth Manager

We are looking for a qualified candidate to fill this position. Role Description - This is a full-time, on-site position based in Lagos for a Wealth Manager. The Wealth Manager will provide tailored financial planning services, manage client investment portfolios, and develop strategies to meet client financial objectives. Day-to-day responsibilities include evaluating client financial goals, advising on investment opportunities, managing insurance portfolios, and ensuring comprehensive financial solutions are provided to maximize client satisfaction and wealth growth. Required Qualifications: - Proficiency in Financial Planning and strong understanding of financial goals and processes. - currently has a portfolio on fixed deposit. - Expertise in Investment Management and Investments with a proven ability to manage diverse portfolios. - Solid foundation in Finance and knowledge of financial tools and strategies. - Understanding of Insurance products and their role in wealth management. - Strong interpersonal and communication skills to build and maintain long-term client relationships. - Ability to work effectively in a team and independently in an on-site environment. - Bachelor's degree in Finance, Economics, or a related field; professional certifications such as CFP, CFA, or equivalent are a plus. - Prior experience in wealth management or financial advisory is preferred.