View Jobs at Kennedia Consulting |
Full Time |
Lagos |
Posted 7 months ago |
We are recruiting to fill the position below:
Job Title: Wealth Manager
Location: Victoria Island, Lagos
Employment Type: Full-time
Description
- We’re seeking a dedicated Wealth Manager to join our team. In this role, you’ll work closely with high-net-worth clients to provide tailored financial advice and create personalized wealth management strategies.
Key Responsibilities
- Provide comprehensive financial planning services to high-net-worth clients, including retirement planning, investment management, tax planning, and estate planning.
- Establish, develop, and manage a strong pipeline and network of clients for our products
- Employ a variety of means to keep abreast of industry trends and company product knowledge
- Develop and implement customized wealth management strategies based on each client’s unique financial situation and goals.
- Build and maintain strong relationships with clients, acting as their trusted advisor and guiding them through key financial decisions.
- Stay informed about market trends and investment opportunities to provide clients with the most up-to-date advice.
- Collaborate with other members of the wealth management team to ensure a seamless client experience.
- Deploy high-end presentation tools and skills towards the attainment and management of deposit clients
- Foster beneficial and long-term relationships with new and existing clients to retain and attract new business
- ·Minimum of 3-5 years of sales and business development experience in the banking/financial sector
Qualifications
- Bachelor’s Degree in Finance, Business, or a related field.
- Minimum of 3-5 years of sales and business development experience in the banking/financial sector
- Certified Financial Planner
- Minimum of 5 years of experience in wealth management or financial planning.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proven track record of building and maintaining relationships with high-net-worth clients.
Why Join Us?
- Competitive salary and benefits package.
- Opportunity to work with high-net-worth clients.
- Supportive and collaborative team environment.
- Opportunity for growth and advancement.
Application Closing Date
29th February, 2024.
HOW TO APPLY
Interested and qualified candidates should forward their Resume to: [email protected] using the job title as the subject of the email.
Deadline: February 29, 2024
Job Features
Job Category | Wealth Manager |