Location: Abuja
Employment Type: Full-time
Industry: Financial Services
About Us:
A dynamic and fast-paced financial services firm specializing in financial advisory and securities trading/brokerage, delivering tailored investment strategies and exceptional client service seeks to engage a Wealth Advisor/Portfolio Manager.
Job Summary:
We are seeking a highly motivated and experienced Wealth Advisor/Portfolio Manager to join our team. The ideal candidate will provide personalized and unbiased wealth management services, develop strategic investment portfolios, and build lasting relationships with clients. This role requires a strong understanding of financial markets, investment products, and risk management strategies.
Key Responsibilities:
- Manage a portfolio of high-net-worth individual (HNWI) and institutional clients.
- Develop and implement customized investment strategies aligned with clients’ financial goals.
- Conduct in-depth market research and portfolio analysis to optimize returns.
- Stay updated on financial market trends, economic data, and regulatory developments.
- Provide regular portfolio reviews and communicate investment performance to clients.
- Build and maintain strong client relationships, fostering trust and long-term partnerships.
- Collaborate with internal teams, including research analysts and trading desks, to enhance client offerings.
Qualifications and Skills:
- Bachelor’s degree in finance, Economics, or related field; CFA or CIS designation preferred.
- SEC Sponsored Individuals preferred.
- Minimum of 4 years of experience in wealth management, investment advisory, or portfolio management.
- Deep knowledge of financial instruments, including equities, fixed income, derivative instruments, Fx and alternative investments.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent leadership, interpersonal and communication skills.
- Proven track record of managing and growing client portfolios.
What We Offer:
- Competitive salary and performance-based bonuses.
- Opportunities for professional growth and development.
- Access to tools and resources to support client success.
- A collaborative and supportive work environment.