Responsibilities:
1. Client Relationship Management:
o Build and maintain strong relationships with clients based on trust and integrity.
o Understand clients\' financial goals, objectives, and risk tolerance.
o Regularly communicate with clients to provide updates on their financial situation and investment performance.
2. Financial Planning:
o Conduct comprehensive financial analyses to assess clients\' current financial status.
o Develop personalized financial plans and investment strategies based on clients\' goals and risk tolerance.
o Provide recommendations on asset allocation, retirement planning, estate planning, tax strategies, and other financial matters.
3. Investment Management:
o Recommend suitable investment products and services based on clients\' financial plans and objectives.
o Monitor and manage clients\' investment portfolios to ensure alignment with their goals and market conditions.
o Stay informed about market trends, economic developments, and investment opportunities.
4. Risk Management:
o Assess and manage risks associated with clients\' investment portfolios.
o Implement risk mitigation strategies and diversification techniques to protect clients\' assets.
5. Compliance and Regulation:
o Adhere to regulatory requirements and industry standards.
o Maintain accurate client records and documentation.
o Ensure compliance with all relevant laws, rules, and regulations.
6. Business Development:
o Identify and pursue opportunities to expand client base and generate new business.
o Participate in marketing and networking activities to promote financial services and attract potential clients.
Qualifications:
· Bachelors degree in Finance, Economics, Business Administration, or related field (Masters degree or CFP certification preferred).
· Proven experience as a Wealth Manager, Financial Advisor, or similar role in the financial services industry.
· In-depth knowledge of financial planning strategies, investment products, and market trends.
· Strong analytical skills and attention to detail.
· Excellent interpersonal and communication skills.
· Ability to build and maintain client relationships.
Benefits:
· Competitive salary and performance-based bonuses.
· Comprehensive health benefits package.
· Retirement savings plan.
· Professional development and training opportunities.
· Work-life balance initiatives.
Working Conditions:
· Office-based role with occasional client meetings outside of regular business hours.
· Travel may be required to meet with clients or attend industry events.
Company Culture:
· Emphasis on ethical practices, client-centric service, and continuous learning.
· Supportive and collaborative work environment.
· Commitment to employee growth and career advancement.
Interested candidate may send their application on [email protected] or what up on 7574000346
