Wealth Manager at FairMoney promoting investment products to corporate and individual clients while managing investment portfolios and market analysis.
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.
Requirements
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;*****
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