Financial Advisor (Wealth Manager) at a Fast Growing Mortgage Bank – Fadac Resources and Services Limited Full Time

Job Title: Financial Advisor (Wealth Manager)

Location: Lagos
Employment Type: Full-time

Job Responsibilities

• Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
• Analyze existing securities and portfolios and supplement their findings with research about possible investments.
• Source and manage funds for the organization.
• Offering clients suggestions on various financial products and services
• Assisting clients in the purchase and sale of stocks.
• Managing and monitoring investments on behalf of clients.
• Helping clients with tax and estate planning services.
• Analyzing clients’ financial goals and assets allocation.
• Examining clients existing investment portfolios and suggesting improvements.
• Helping develop effective strategies to increase overall wealth.
• Managing assets and setting up investments for clients.
• Coordinating with other Financial Planners to meet client’s goals.
• Monitoring the performance of investments done by clients.
• Helping resolve any financial issues and other legal complications with investments.

Job Requirements

• Bachelor’s Degree in Finance, Accounting, Business Management, Economics, or a related field.
• 3 – 5 years of experience as a Wealth Manager.
• Familiarity with investment management.
• Proficiency in Microsoft Office tools particularly Excel.

Application Closing Date
15th May, 2023.

Method of Application
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.