Wealth Manager at Fina Trust Microfinance Bank

Role Description

• This is a full-time, on-site role located in Ikeja for a Wealth Manager.
• The Wealth Manager will be responsible for managing clients' investment portfolios, developing financial plans, providing investment advice, and offering insurance solutions.
• Daily tasks include analyzing clients' financial status, developing personalized financial strategies, and maintaining client relationships to ensure financial goals are met.

Qualifications

• Skills in Financial Planning and Finance
• Investment Management and Investments expertise
• Experience with Insurance solutions
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Relevant certifications such as CFA or CFP are a plus
• Ability to work independently and within a team