Wealth Manager (Sales) at Alert Microfinance Bank

Role Description

• This is a full-time, on-site role located in Lagos for a Wealth Manager at Bucksfield Asset Management Limited. The Wealth Manager will be responsible for developing financial strategies, managing investment portfolios, advising clients on wealth growth, and ensuring financial goals are met. The role involves identifying client needs, conducting risk assessments, preparing financial plans, and offering guidance on investments, retirement planning, tax optimization, and insurance policies. Building strong and long-lasting client relationships will also be a key aspect.

Qualifications

• Financial Planning and Insurance skills to provide personalized financial solutions
• Investment Management and Investments expertise for advising on and managing portfolios
• Finance knowledge to conduct thorough assessments and develop strategies
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills for building client relationships
• Bachelor’s degree in Finance, Economics, or a related field; relevant certifications (e.g., CFP, CFA) are a plus
• Proven experience in wealth or investment management is advantageous