Latest Jobs at SavingsBox NG

Job Summary

• As an Investment Officer at SavingsBox, you will work to identify and secure investment opportunities that align with the company’s objectives.
• This role requires a keen understanding of financial markets and a strong aptitude for managing client portfolios.

Responsibilities

• Research and analyze potential investment opportunities to align with the company’s goals.
• Manage and monitor client investment portfolios, ensuring they meet risk tolerance and financial goals.
• Build and maintain relationships with clients to understand their investment needs and provide advice.
• Prepare and present reports to clients on their investment status, market conditions, and financial planning strategies.
• Ensure compliance with industry regulations and SavingsBox’s internal policies.

Requirements

• Bachelor’s Degree in Finance, Economics, or a related field.
• Minimum of 5 years of experience in investment or financial services.
• Professional certifications like CFA, ACCA, etc would be added advantage.
• Strong analytical, research, and decision-making skills.
• Excellent communication and interpersonal skills.

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Job Description

• The Wealth Advisor will be responsible for advising clients on investment strategies, retirement planning, and wealth management solutions tailored to their financial goals.

Responsibilities

•  Develop and implement customized wealth management strategies for clients.
• Build and manage client relationships, understanding their financial goals and providing personalized advice.
• Conduct regular reviews of client portfolios and suggest adjustments as necessary.
• Stay up-to-date on market trends, products, and legal changes to provide informed advice.
• Collaborate with other team members to optimize client experience and drive growth.

Requirements

• Bachelor’s degree in Finance, Business, or related field.
• At least 4 years of experience as a wealth advisor or financial planner.
• Financial certifications (e.g., CFP, CFA) are a plus.
• Strong understanding of investment products, and retirement planning.
• Excellent communication and client-relationship management skills