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Ascentech Services Limited, Fort Knox Group, Lumos Nigeria, Moniepoint Incorporated, Westfield Consulting LimitedProfession (Mid-level)
Accounting, finance, banking, insurance,Administrative, clerical,Agriculture, fishing, forestry, wildlife,Business, strategic management,Customer support, client care,Human resources,Information technology, software development, data,Project, program management,Research, academy,Sales, marketing, promotion,Teaching, training,Telecommunications,Transportation, logistics, driving,
Industry (Mid-level)
Aeronautics,Agriculture, fishing, forestry,Automotive,Banking, microfinance, insurance,Computers, software development and services,Construction, renovation, maintenance,Consulting, business support, auditing,Data/Research,Education, academic,Energy, utilities, environment,Financial Services,Governmental,Health care, medical,Human resources, talent development, recruiting,Manufacturing,Non-profit, social work,Outsourcing, leasing,Real estate,Restaurant, hospitality, travel,Retail, wholesale, FMCG,Security,Telecommunications,Transportation, logistics, storage,
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Workforce Group
Human resources + 2 more
Description
Key Responsibilities
- Advisory: Assess client risk profiles and financial objectives; recommend suitable investment solutions in collaboration with Fund Managers and Research Analysts.
- Relationships: Maintain long-term client trust through regular portfolio reviews and transparent communication in all market conditions.
- Compliance: Ensure 100% adherence to SEC, KYC, AML, and internal policies; maintain audit-ready documentation for all client interactions.
- Service: Deliver timely execution of instructions and prompt resolution of client issues.
Key Requirements
- Education: Degree in Finance, Economics, Business, or related field with 7-10 years in wealth management, private banking, or asset management
- Certifications: CFA, CIS, or MBA (added advantage).
Core Competencies:
- Strong business development,
- Relationship management,
- Investment product knowledge,
- Financial advisory,
- Negotiation and unwavering ethical standards.
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