Wealth Manager at Alert Microfinance Bank

Role Description

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

Key Responsibilities

• Assist clients with comprehensive financial planning and strategy development
• Provide investment management services and evaluate investment opportunities
• Create tailored financial strategies aligned with client goals
• Advise clients on insurance needs and relevant products
• Foster and maintain strong client relationships
• Assess client financial goals and objectives
• Develop and manage investment portfolios
• Guide clients toward long-term financial success

Required Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field
• Strong skills in financial planning and finance
• Proven experience in deposit mobilization
• Expertise in investment management and investments
• Demonstrated experience in portfolio management and financial strategy development
• Knowledge of insurance products with ability to provide sound advice

Required Skills

• Excellent interpersonal and communication skills
• Strong analytical abilities
• Financial acumen and attention to detail

Preferred Qualifications

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