Wealth Manager at Newedge Finance Limited

About the Role 

• Your mission will be to promote the investment products of the company to corporate and individual  clients and maintain knowledge of a wide range of investment and financial products ranging from  fixed income, trusts, stocks, bonds, shares, etc. 

Roles and Responsibilities 

• Source new clients and expand client network in professional and social settings. 
• Develop and maintain a portfolio of important revenue, generating client relationships within  the defined market segment. 
• Grow portfolio profitability through the utilization of available multi-channel delivery  strategies. 
• Present investment opportunities and related analysis while pitching proposed courses of  action in meetings with clients. 
• Relate with investment analysts to assess financial information and investment opportunities. 
• Use relevant financial models to project future earnings and profit potentials. 
• Monitor the financial market trends to promote better decision-making and advise on funds management. 
• Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets, and general current events. 
• Comply with rules, regulations, and legislation governing the financial services industry. 

Requirements 

• Minimum of 3 years of relevant work experience in a financial organization. 
• Strong command of Excel and PPT. 

Other core competencies required for this role include;

• Decision Making 
• Problem Solving 
• Analytical Thinking 
• Verbal and Written Communication skills 
• Attentiveness to Detail 
• Time Management 
• Networking skills 
• Teamwork 
• Leadership ability