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
11thMarch, 2020 .
11th
How to Apply
Interested and qualified candidates should send their Application Letter and CV to: boluwatife.akinyemi@aldelia.comclearly indicating the "Job Title" as the subject of your mail.
Interested and qualified candidates should send their Application Letter and CV to: boluwatife.akinyemi@aldelia.com
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