This is a full-time, on-site Wealth Manager role based in Lagos.
The Wealth Manager will work directly with individual and business clients to assess their financial goals, analyze their current financial position, and design comprehensive wealth management strategies.
Day-to-day responsibilities include creating and monitoring financial plans, recommending investment products and portfolios, coordinating insurance solutions, and ensuring compliance with regulatory and internal policies.
The role also involves regular client meetings, portfolio reviews, performance reporting, and proactive communication to adjust strategies as market conditions and client objectives change.
The Wealth Manager will collaborate with internal teams across Alert Group to provide integrated financial solutions and support business development initiatives.
Qualifications
Candidates should possess strong skills in Financial Planning and Finance to design and implement holistic wealth strategies.
Candidates should possess solid Investment Management and Investments skills to construct, monitor, and optimize client portfolios.
Candidates should possess relevant Insurance knowledge to integrate risk management solutions into client financial plans.
Bachelor's degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CFP) are an advantage.
Proven experience in wealth management, private banking, or investment advisory, preferably within a financial services institution.
Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment.
Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships.
Familiarity with Nigerian financial markets, regulatory environment, and relevant SEC and CBN guidelines is beneficial.