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.

Expertise in Investment Management and Investments with a proven ability to manage diverse portfolios.

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.

Wealth Manager - Alert Microfinance Bank, Lagos

Description du poste