Wealth Manager Job at Alan & Grant

Alan & Grant - Our client, a leading Asset Management / Investment Company in Nigeria, is recruiting to fill the position below:

Job Position: Wealth Manager

Job Location: Abuja
Industry: Financial Services

Key Responsibilities

• The staff is required to grow our asset under management using their wealth of experience and client base to sell the products and services of the company asset management.
• Develop, organize and maintain client portfolios.
• Responsible for defining and ensuring the organization's short-medium-and long term strategic goals are defined and achieved.
• Prepare weekly report.
• Manage client assets according to investment preferences and goals.
• Meet with clients to assess asset status, needs, risks, goals and progress.
• Prepare monthly report when due and make the presentation to the directors

Requirements

• Preferred experience is 3 years
• Relevant educational qualification is BSc in any field
• Large clientele base including HNIs.
• Communication and negotiation skills.