Wealth Advisor at Sovereign Finance Limited

Role Description

• We are seeking a detail-oriented and proactive Wealth Advisors to join our team for growth and productivity.
• This is a full-time role for a Wealth Advisor, based on-site in Lagos, Nigeria.
• The Wealth Advisor will be responsible for providing financial advisory and investment planning services to clients.
• They will manage investments and offer comprehensive wealth management services.
• Daily tasks will include identifying potential talents, meeting with clients, assessing their financial needs, developing personalized financial plans, and monitoring and adjusting these plans as needed.

Qualifications

• Bachelor's degree in Finance, Economics, or related field
• 5-7 years of experience in wealth advisory or similar roles
• Financial Planning and Retirement Planning skills
• Expertise in Investments and Finance
• Proficiency in Wealth Management Services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work on-site in Nigeria

Experience:

• Experience in financial planning and retirement planning
• Expertise in investments and finance
• Proficiency in wealth management services
• Must be located in Lagos
• Monthly Target of N250M