Wealth Manager at Newedge Finance Limited

About the Role 

  • Your mission will be to promote the investment products of the company to corporate and individual  clients and maintain knowledge of a wide range of investment and financial products ranging from  fixed income, trusts, stocks, bonds, shares, etc.

Roles and 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 3 years of relevant work experience in a financial organization.
  • Strong command of Excel and PPT.

Other core competencies required for this role include;

  • Decision Making
  • Problem Solving
  • Analytical Thinking
  • Verbal and Written Communication skills
  • Attentiveness to Detail
  • Time Management
  • Networking skills
  • Teamwork
  • Leadership ability

How to Apply

Interested and qualified candidates should send their Resume to: hr@newedgefinance.com using the Job Title as the subject of the mail.

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