Wealth Manager Vacancy at an Indigenous Financial Services Company – Aldelia Group

Position Title: Wealth Manager.

Job Station: Lagos State.

INTRODUCTION :-

Wealth Manager job opportunity is available at Aldelia Group for individuals who possess relevant qualifications.

DUTIES AND RESPONSIBILITIES :-

• Provide Wealth Management service to clients which include, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
• Extensive communication with clients and their Advisors
• Discuss investment performance, economic
• Research new and emerging trends and technologies in areas of Portfolio Management and Financial Planning and market trends
• Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
• Develop leads and referrals from current clients and outside contacts
• Participate in sales meetings with prospective clients

DESIRED EXPERIENCE & QUALIFICATION :-

• Candidate must have a minimum of 5 – 7 years of work experience in a similar role and must be currently working in a financial institution.

Apply Before :-

11th March, 2020.

INTERESTED?

Interested and qualified candidates should send their Application Letter and CV to: boluwatife.akinyemi@aldelia.com clearly indicating the “Job Title” as the subject of your mail.