Wealth Advisor

Role Description

This is a full-time role for a Wealth Advisor, based on-site in Lagos, Nigeria The Wealth Advisor will be responsible for providing financial advisory and investment planning services to clients.They will manage investments and offer comprehensive wealth management services. Daily tasks will include identifying potential talents, meeting with clients, assessing their financial needs, developing personalized financial plans, and monitoring and adjusting these plans as needed.

Qualifications

• Financial Planning and Retirement Planning skills
• Expertise in Investments and Finance
• Proficiency in Wealth Management Services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work on-site in Nigeria
• Bachelor's degree in Finance, Economics, or related field
• Professional certifications such as CFP, CFA, or other relevant credentials are a plus

Experience