Wealth Manager at Aldelia Limited

Our client, an indigenous Financial Services company is recruiting to fill the position below:

Responsibilities

• 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
• 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

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.

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.