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Tuesday, 3 March 2020

Job Vacancy for Wealth Manager at an Indigenous Financial Services Company - Aldelia Group

Company Description:
Aldelia Group - Our client, an indigenous Financial Services company is recruiting to fill the position below:
Job Title: Wealth Manager
Location: Lagos
Responsibilities
  • Research new and emerging trends and technologies in areas of Portfolio Management and Financial Planning and market trends
  • Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
  • Develop leads and referrals from current clients and outside contacts
  • Participate in sales meetings with prospective clients
  • Provide Wealth Management service to clients which include, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
  • Extensive communication with clients and their Advisors
  • Discuss investment performance, economic
Requirements
  • Candidate must have a minimum of 5 - 7 years of work experience in a similar role and must be currently working in a financial institution.
Application Closing Date
11th March, 2020.
How to Apply
Interested and qualified candidates should send their Application Letter and CV to: boluwatife.akinyemi@aldelia.com clearly indicating the "Job Title" as the subject of your mail.

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