Financial Advisor (Wealth Manager) at Fadac Resources and Services Limited

 Employment Nigeria 15-May-2023 ₦Not Available LAGOS , Banking and Finance   Consultancy  

Fadac Resources and Services Limited - Our client is a fast growing mortgage bank which specialize in FHA/VA purchases, streamlines and cash out refinances. Due to expansion, they are recruiting to fill the position below:

Job Title: Financial Advisor (Wealth Manager)

Location: Lagos
Employment Type: Full-time

Job Responsibilities

  • Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
  • Analyze existing securities and portfolios and supplement their findings with research about possible investments.
  • Source and manage funds for the organization.
  • Offering clients suggestions on various financial products and services
  • Assisting clients in the purchase and sale of stocks
  • Managing and monitoring investments on behalf of clients
  • Helping clients with tax and estate planning services
  • Analyzing clients' financial goals and assets allocation
  • Examining clients existing investment portfolios and suggesting improvements
  • Helping develop effective strategies to increase overall wealth
  • Managing assets and setting up investments for clients
  • Coordinating with other Financial Planners to meet client’s goals
  • Monitoring the performance of investments done by clients
  • Helping resolve any financial issues and other legal complications with investments

Job Requirements

  • Bachelor’s Degree in Finance, Accounting, Business Management, Economics, or a related field
  • 3- 5 years of experience as a Wealth Manager.
  • Familiarity with investment management.
  • Proficiency in Microsoft Office tools particularly Excel.

 

Method of Application
Interested and qualified candidates should send their CV to: promise@fadacoutsourcing.com using the Job Title as the subject of the email.



Sorry the application deadline for this job has elapsed



Disclaimer: Though we make every effort to verify the authenticity of our posts, We're in no way affiliated to any of these companies whose vacancies we publish.
Note : Do not pay any fees to Employers for recruitment. To report and to view a list of fake recruiters in Nigeria, . Click Here

SIMILAR JOBS

Jobs at Harbour Human Capital Solutions Limited

Consultants Job at Armourgate

PLM Consultants Job at Damcus Technologies

ECOWAS recruitment June 2015

Project Coordinator Jobs at insiteful Solutions


Leave Your Comments










JOB SEARCH

MOST RECENT JOBS

Talent Developer Assistant & Methods Lead in a Multinational Oil and Gas Company

Immigration/Visa Officer, PHC & Lagos in a Multinational Oil and Gas Company

PTM Archive Co-Ordinator (PHC) at Maventeq Systems Limited

Payroll Officer at Maventeq Systems Limited

Accounts Receivable Officer at Sahara Group

More

GET FREE JOB ALERTS

POPULAR JOBS

Consultant (Orthopaedic & Traumatology Paediatrics) at the Lagos University Teaching Hospital (LUTH)

Consultant (Haematology & Blood Transfusion) at the Lagos University Teaching Hospital (LUTH)

Consultant (Anatomic & Molecular Pathology) at the Lagos University Teaching Hospital (LUTH)

Medical Officer (Clinical Pathology) at the Lagos University Teaching Hospital (LUTH)

Consultant (Medicine - Rheumatology) at the Lagos University Teaching Hospital (LUTH)

Accounts Receivable Officer at Sahara Group

Quality Control Officer at Sagar Vitaceuticals Nigeria Limited

More

Employment Nigeria

About
Privacy Policy
Terms Of Use
Job Widget

Job Seekers

Sign Up
Login In
Search for Jobs
Upload CV

Employers

Advertise
Post Jobs
Sign Up
Sign In

Contact


info[at]employmentnigeria.com,