Wealth Advisor at SavingsBox NG November, 2024

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- Wealth Advisor at SavingsBox NG
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Posted: Nov 11, 2024

Deadline: Nov 30, 2024
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SavingsBox NG is an innovative and e-commerce (FINCOM) fintech platform set to revolutionize the financial landscape in Nigeria. Serving as a comprehensive solution. At Savings Box, we offer automated savings, diverse loan options, and investment opportunities to empower users in securing their financial future and realizing their aspirations. We are embarki...
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Wealth Advisor
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience 4 years
- Location Abuja
- Job Field Finance / Accounting / Audit
Job Description
- The Wealth Advisor will be responsible for advising clients on investment strategies, retirement planning, and wealth management solutions tailored to their financial goals.
Responsibilities
- Develop and implement customized wealth management strategies for clients.
- Build and manage client relationships, understanding their financial goals and providing personalized advice.
- Conduct regular reviews of client portfolios and suggest adjustments as necessary.
- Stay up-to-date on market trends, products, and legal changes to provide informed advice.
- Collaborate with other team members to optimize client experience and drive growth.
Requirements
- Bachelor’s degree in Finance, Business, or related field.
- At least 4 years of experience as a wealth advisor or financial planner.
- Financial certifications (e.g., CFP, CFA) are a plus.
- Strong understanding of investment products, and retirement planning.
- Excellent communication and client-relationship management skills
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Method of Application

Interested and qualified candidates should send their CV and Cover Letter to: humanresources@savingsbox.ng using the job title as the subject of the mail.

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