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Wealth Manager

FairMoney

FairMoney

Lagos, Nigeria
Posted on Friday, October 21, 2022

Your mission will be to promote investment products of the company to corporate and individual clients, and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.

Roles and Responsibilities

  • Source 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 courses of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earnings 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.
  • Experience with leading the teams
  • Minimum of 5 years of relevant work experience in a financial organization.
  • Strong command of excel and PPT.

Other core competencies required for this role include;

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability
  • Private Health Insurance
  • Pension Plan
  • Training & Development
  • Performance Bonus

Recruitment Process

  • A screening call with the Senior Recruiter ~30 minutes
  • Technical interview with the hiring manager ~30 minutes