About this role
Role: Wealth Manager at TeamAce Limited, a reputable asset management company, located in Marina, Lagos. The role involves managing relationships with high-net-worth individuals, families and institutional clients, and delivering tailored investment advice and wealth management solutions aligned with their financial objectives.
What you would do
- Build long-term relationships with high-net-worth individuals, families, and institutional clients.
- Assess clients' financial goals, risk tolerance and investment needs.
- Recommend tailored wealth management and investment solutions across FGN Bonds, Treasury Bills, Commercial Papers, Mutual Funds, and offshore products.
- Present portfolio performance and market insights to clients.
- Collaborate with Portfolio Managers and Investment Analysts to align portfolios with objectives and risk profiles.
- Drive business development and growth of AUM through networking and referrals.
What they are asking for
- Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
- At least 3 years of relevant experience in wealth management, investment advisory, private banking, asset management, or a related field with a proven track record.
- Strong knowledge of Nigerian and international financial markets, investment products, wealth management and portfolio management techniques.
- CIS, ACS, CFA, or ACA qualifications are advantageous.
Listing details are summarised from the source. Always confirm the role and the employer on the original posting before applying, and never pay to apply for a job.