Job details
Wealth Manager Vacancy at an Indigenous Financial Services Company – Aldelia Group
Applications closed
The published deadline was 11 March 2020. This page is retained for reference; the original application instructions below are historical.
About the role
Wealth Manager job opportunity is available at Aldelia Group for individuals who possess relevant qualifications.
Responsibilities
- Provide Wealth Management service to clients which include, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
- Extensive communication with clients and their Advisors
- Discuss investment performance, economic
- Research new and emerging trends and technologies in areas of Portfolio Management and Financial Planning and market trends
- Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
- Develop leads and referrals from current clients and outside contacts
- Participate in sales meetings with prospective clients
Experience and qualifications
- Candidate must have a minimum of 5 – 7 years of work experience in a similar role and must be currently working in a financial institution.
Application deadline
11th March, 2020.
Application details
Interested and qualified candidates should send their Application Letter and CV to: boluwatife.akinyemi@aldelia.com clearly indicating the “Job Title” as the subject of your mail.