Company Info
Fadac Resources and Services Limited – Our client is a fast growing mortgage bank which specialize in FHA/VA purchases, streamlines and cash out refinances. Due to expansion, they are recruiting to fill the position below:
Title: Wealth Manager
Location: Lagos
Employment Type: Full-time
Job Responsibilities
- Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
- Analyze existing securities and portfolios and supplement their findings with research about possible investments.
- Source and manage funds for the organization.
- Offering clients suggestions on various financial products and services
- Assisting clients in the purchase and sale of stocks
- Managing and monitoring investments on behalf of clients
- Helping clients with tax and estate planning services
- Analyzing clients’ financial goals and assets allocation
- Examining clients existing investment portfolios and suggesting improvements
- Helping develop effective strategies to increase overall wealth
- Managing assets and setting up investments for clients
- Coordinating with other Financial Planners to meet client’s goals
- Monitoring the performance of investments done by clients
- Helping resolve any financial issues and other legal complications with investments
Job Requirements
- Bachelor’s Degree in Finance, Accounting, Business Management, Economics, or a related field
- 3- 5 years of experience as a Wealth Manager.
- Familiarity with investment management.
- Proficiency in Microsoft Office tools particularly Excel.
Deadline: 25th April, 2023.
How to Apply: Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.