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National Electronic Labour Exchange
National Electronic Labour Exchange

Wealth Advisor

Job Description

Estrada International Staffing Solutions is a leading HR Consulting firm dedicated to helping organizations build high-performing teams and leaders by proffering cutting-edge HR solutions. We are committed to delivering innovative solutions in the dynamic field of human resources. We specialize in providing strategic HR solutions to clients worldwide.

Responsibilities

  • Job Title: Wealth Advisor

    Location: Abuja (FCT)
    Employment Type: Full-time

    Job Description

    • As a Wealth Advisor, you will play a critical role in assisting clients with their financial planning and investment needs.
    • You will work closely with clients to understand their financial goals and objectives and provide them with tailored wealth management solutions.
    • This role requires a deep understanding of financial markets, investment strategies, and excellent interpersonal skills to build and maintain long-term client relationships.

    Key Responsibilities

    • Client Relationship Management: Build and maintain strong, long-term relationships with clients. Understand clients' financial goals, risk tolerance, and investment preferences. Provide personalized financial advice and investment recommendations.
    • Wealth Management: Assess clients' current financial situations and future needs. Develop and implement comprehensive wealth management plans. Monitor and review client portfolios to ensure they align with their financial objectives.
    • Financial Planning: Conduct in-depth financial analysis and provide insights to clients. Create financial plans that include retirement planning, estate planning, tax strategies, and more. Advise clients on wealth preservation and growth strategies.
    • Investment Advisory: Stay up-to-date with market trends, investment products, and asset classes. Recommend investment opportunities and diversification strategies. Execute trades and manage investment portfolios on behalf of clients.
    • Compliance and Regulation: Ensure compliance with relevant financial regulations and industry standards. Maintain accurate records and documentation of client interactions and transactions.

Education + Experience

  • Qualifications

    • Bachelor's Degree in Finance, Economics, Business, or a related field.
    • A client-centric approach with a focus on delivering exceptional service.
    • Knowledge of financial regulations and compliance standards.
    • Ability to work independently and as part of a team.
    • A relevant professional certification (e.g., CFA) is a plus.
    • Proven experience as a Wealth Advisor, Financial Advisor, or similar role.
    • In-depth knowledge of financial products, investment strategies, and wealth management.
    • Strong analytical skills and the ability to perform financial analysis.
    • Excellent interpersonal and communication skills.

    Salary
    N300,000- N700,000 monthly.

     

     

    How to Apply
    Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.

     

    Application Deadline 30th November, 2023.

Job Overview

  • Date Posted: Nov 10, 2023
  • Job Location (Country):Nigeria
  • Job Location (State): FCT
  • Salary Offer: (NGN) 300000 - 700000 / Monthly
  • Application Deadline: Nov 30, 2023
  • Gender: Not required
  • Bachelors
  • Qualification Bachelors
  • Experience: 4 Year
  • Employment Status: Full-time

About the Company

National Electronic Labour Exchange
  • Company Name: National Electronic Labour Exchange
  • Address:Central Business District
  • Website:https://www.nelex.gov.ng
  • Email:[email protected]