Company Info
Mid sized business
1 to 50 Employees
Crest Global Partners Limited (CGP) is a premier immigration consulting firm based in Nigeria, dedicated to enhancing the quality of life for individuals and families by facilitating seamless access to and investment opportunities in Western nations.
Crest Global Partners Limited (CGP) is a premier immigration consulting firm based in Nigeria, dedicated to enhancing the quality of life for individuals and families by facilitating seamless access to and investment opportunities in Western nations. Our comprehensive immigration programs, including Citizenship and Residency by Investment and Visa services, enable our clients to achieve their global ambitions.
Job Title: Wealth Manager
Location: Ikoyi, Lagos
Employment Type: Full-time
Job Description
- We are seeking a dynamic and experienced Wealth Manager to join our team. The ideal candidate will be responsible for providing high-net-worth clients with comprehensive financial planning and wealth management services.
Key Responsibilities
- Building and maintaining long-term relationships with high-net-worth clients.
- Conducting detailed financial planning and analysis, assessing clients’ financial goals, risk tolerance, and investment objectives.
- Developing and implementing personalized financial plans, encompassing investment, tax, estate, and retirement planning.
- Managing client portfolios through ongoing monitoring, asset allocation, security selection, and performance reporting.
- Collaborating with internal and external experts, including attorneys, accountants, and investment managers, to deliver holistic wealth management solutions.
- Staying informed about market trends, economic conditions, and regulatory changes to provide well-rounded, strategic advice.
- Achieving or exceeding business development and revenue growth targets.
Required Skills and Qualifications
- Bachelor’s Degree in Business, Finance, Economics, or a related field.
- Professional certifications such as CFP, CFA, or CAIA are highly advantageous.
- Minimum of 5 years of experience in wealth management, financial planning, or a related field.
- Demonstrated ability to build and nurture strong client relationships.
- Exceptional communication, interpersonal, and problem-solving skills.
- Strong analytical capabilities, with proficiency in financial planning software and investment analysis tools.
- A pre-existing clientele list is a significant asset.
Application Closing Date
20th January, 2025.
How to Apply: Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.