Wealth Manager at Creditville Limited
Creditville Limited
Lagos
5d ago
source : BetaJob

Job Details

Job Title : Wealth Manager

Job Summary

  • To promote investment products of the company to corporate and individual clients; and maintain knowledge of a wide range of investment and financial products including trusts, stocks, bonds, and shares.
  • Job Description

  • Search for 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 course of action in meetings with clients.
  • Relate with investment analysts to assess financial information and investment opportunities.
  • Use relevant financial models to project future earning 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.
  • Qualification / Requirements

  • First Degree in Finance Administration, Statistics, Economics, Mathematics, Accounting from a reputable Institution.
  • Master's Degree in any of the above areas will be an added advantage.
  • Minimum of 7 years relevant work experience in a financial organization.
  • Core Competence :

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability.
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