Wealth Manager at Creditville Limited

Job Summary:

To promote investment products of the company to corporate and individual clients; and maintain knowledge of a wide range of investment and financial products including trusts, stocks, bonds, and shares.

Job Description:

• Search for 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 course of action in meetings with clients.
• Relate with investment analysts to assess financial information and investment opportunities.
• Use relevant financial models to project future earning 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.

Core Competence:

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

Qualification:

• First Degree in Finance Administration, Statistics, Economics, Mathematics, Accounting from a reputable Institution.
• Master's Degree in any of the above areas will be an added advantage.

Requirement: Minimum of 7years relevant work experience in a financial organization.