Wealth Manager at Alert Microfinance Bank

Role Description

• This is a full-time, on-site position based in Lagos for a Wealth Manager. The Wealth Manager will provide tailored financial planning services, manage client investment portfolios, and develop strategies to meet client financial objectives. Day-to-day responsibilities include evaluating client financial goals, advising on investment opportunities, managing insurance portfolios, and ensuring comprehensive financial solutions are provided to maximize client satisfaction and wealth growth.

Qualifications

• Proficiency in Financial Planning and strong understanding of financial goals and processes.
• currently has a portfolio on fixed deposit.
• Expertise in Investment Management and Investments with a proven ability to manage diverse portfolios.
• Solid foundation in Finance and knowledge of financial tools and strategies.
• Understanding of Insurance products and their role in wealth management.
• Strong interpersonal and communication skills to build and maintain long-term client relationships.
• Ability to work effectively in a team and independently in an on-site environment.
• Bachelor's degree in Finance, Economics, or a related field; professional certifications such as CFP, CFA, or equivalent are a plus.
• Prior experience in wealth management or financial advisory is preferred.