Wealth Manager at Arthur Stevens Asset Management

Role Description

• This is a full-time on-site role for a Wealth Manager based in Lekki. The Wealth Manager will be responsible for providing clients with financial planning services, managing investment portfolios, advising on insurance options, and creating strategies to meet clients' financial goals. Additional responsibilities include monitoring market trends, evaluating investment opportunities, and maintaining strong relationships with clients to understand their financial priorities and objectives.

Qualifications

• Expertise in Financial Planning, Investment Management, and Strategic Investments
• Strong knowledge of Finance principles and best practices
• Experience in Insurance and its role in comprehensive financial planning
• Exceptional analytical, negotiation, and communication skills
• Ability to build and manage successful client relationships
• Applicable professional qualifications such as CFA, CFP, or equivalent are an advantage
• Proficiency in using financial tools and software
• Bachelor's degree in Finance, Economics, Business Administration, or related fields