Wealth Manager at Alert Microfinance Bank

Role Description

• This is a full-time, on-site role located in Lagos for a Wealth Manager.
• The Wealth Manager will be responsible for assisting clients with financial planning, providing investment management services, evaluating investment opportunities, creating financial strategies, and advising on insurance needs.
• This role also involves fostering relationships with clients, assessing their financial goals, and providing tailored solutions to achieve long-term financial success.

Qualifications

• Strong skills in Financial Planning and Finance
• Experience in Deposit Mobilization
• Expertise in Investment Management and Investments
• Knowledge of Insurance products and ability to provide advice
• Proven experience in portfolio management and financial strategy development
• Excellent interpersonal, communication, and analytical skills
• Bachelor's degree in Finance, Business, Economics, or a related field
• Relevant certifications such as CFA or CFP are a plus