Wealth Manager at Fadac Resources and Services Limited Full Time

Job Title: 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
25th April, 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.