Wealth Manager at Fadac Resources

Our client is a privately owned customer lending and investment firm with a vision to be the first-choice lending company in Nigeria. They are currently in need of a WEALTH MANAGERS.

Job Responsibilities;

• Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
• Analyze existing securities and portfolios and supplement their findings with research about possible investments.
• Source and manage funds for the organization.
• Offering clients suggestions on various financial products and services 
• Assisting clients in the purchase and sale of stocks 
• Managing and monitoring investments on behalf of clients 
• Helping clients with tax and estate planning services 
• Analyzing clients' financial goals and assets allocation 
• Examining clients existing investment portfolios and suggesting improvements 
• Helping develop effective strategies to increase overall wealth 
• Managing assets and setting up investments for clients 
• Coordinating with other Financial Planners to meet client’s goals 
• Monitoring the performance of investments done by clients 
• Helping resolve any financial issues and other legal complications with investments  

Job Requirements; 

• Bachelor’s degree in Finance, Accounting, Business Management, Economics, or a related field 
• 3- 5 years of experience as a Wealth Manager.
• Familiarity with investment management.
• Proficiency in Microsoft Office tools particularly Excel