Wealth Manager at Swift and Allied Partners Limited

Job Description

• 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