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Wealth Advisor - Sovereign Finance Limited, Lagos

Sovereign Finance Limited

Lagos, Nigeria CDI

Publiée il y a 2 mois · Expire dans 3 semaines

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Description du poste

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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