Wealth Management Officer at Still Earth Capital Finance Limited

SEL Capital is a multi faceted financial services company offering tailored financial services and solutions to individuals, companies and the public sector. We provide a diversified range of financial services including Consumer Finance, Commercial and SME Finance, Corporate Finance and Financial Advisory and Wealth Management Services.

We're recruiting for the following:

Position: Wealth Management Officer

Reporting Line: Wealth Management Manager

Location: Victoria Island, Lagos State

Roles and Responsibilities

• Develop and maintain a deep understanding of the client's financial goals and objectives.
• Offers financial advice to high clients. Conduct financial planning and assist in preserving and generating wealth.
• Creating and implementing investment strategies that align with clients' objectives.
• Managing the client's portfolio and adjusting as needed to meet an investment goal.
• Staying current with industry trends, market conditions, and regulatory changes to ensure clients' portfolios are performing optimally.
• Communicating regularly with clients to provide updates on their portfolio and discuss any changes in investment strategy.
• Identifying new business opportunities and developing strategies to expand the firm's client base.
• Building and maintaining strong relationships with clients to foster long-term loyalty and trust.
• Conduct periodic reviews of clients' portfolios to evaluate performance and identify potential areas for improvement.
• Collaborating with the internal team to ensure the firm's operational processes are efficient and effective.

Qualification and Requirements

• First Degree in the relevant field of study.
• Minimum of 3 years of working experience in a similar field.
• Clients' relationship and interpersonal skills
• Strong analytical skills.
• Excellent Knowledge of investment strategies
• Ethics and integrity

How to Apply

Send CV to [email protected]

Application Deadline  30th May, 2023.