Wealth Manager at Alert Microfinance Bank

About the Role

This is a full-time, on-site position located in Lagos. As a Wealth Manager, you will be responsible for delivering comprehensive financial solutions to clients while building and maintaining strong professional relationships.

Key Responsibilities

• Assist clients with financial planning and goal setting
• Provide investment management services and evaluate investment opportunities
• Create tailored financial strategies aligned with client objectives
• Advise clients on insurance products and coverage needs
• Develop and manage client portfolios
• Foster long-term relationships and assess evolving financial goals
• Deliver solutions to support clients' long-term financial success

Required Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field
• Strong expertise in financial planning and finance
• Proven experience in investment management and portfolio management
• Experience in deposit mobilization
• Knowledge of insurance products and ability to provide advisory guidance
• Demonstrated ability in financial strategy development

Required Skills

• Excellent interpersonal and communication skills
• Strong analytical capabilities
• Client relationship management

Preferred Qualifications

• CFA (Chartered Financial Analyst) certification
• CFP (Certified Financial Planner) certification