Investor Relationship & Wealth Management Manager at Fina Trust Microfinance Bank

Fina Trust Microfinance Bank, a member of LOLC Group with corporate Head Office in Colombo – Sri Lanka, is one of Nigeria’s foremost Microfinance Banks. Its operating license was secured from the Central Bank of Nigeria (CBN) in September 2009 as a Microfinance Bank. Fina Trust Microfinance Bank has built a resounding success on excellent service delivery in a uniquely customer friendly environment through professional staff, leveraging on world-class technology. A continuous investment in information technology and in people sets the bank apart from others.

Job Title: Investor Relationship & Wealth Management Manager

Location: Lagos

Employment Type: Full-time

Description

• We seek a dynamic and experienced wealth manager to join our esteemed organisation at Fina trust Microfinance Bank. As a wealth manager, you will guide and support our clients in achieving their financial objectives.
• Your primary responsibility will include Driving Deposit, developing personalised financial plans, growing the wealth portfolio of the bank.
• The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

Objectives of this Role

• Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
• Helping the Bank meet its financial objectives in term of wealth portfolio.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks

• Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients’ objectives.
• Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.
• Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Required Skills and Qualifications

• Bachelor’s Degree in Finance, Economics, Business Administration or a related field.
• Experience in Microfinance or Banking Sector is an Added Advantage
• 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
• Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
• Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications:

• A master’s degree in finance, accounting, economics, or a related field.
• Relevant professional certifications
• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
• Familiarity with Nigeria tax laws, regulations, and financial planning strategies specific to the Nigeria market.
• Proven track record of achieving sales targets and building a successful client portfolio.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

Remuneration

• We offer a competitive compensation package, an attractive commission structure, and a collaborative work environment.

Application Closing Date
13th February, 2025.

How to Apply: Interested and qualified candidates should send in their Resume to: [email protected] using the Job Title as the subject of the email.