Wealth Advisor at Estrada International Staffing Solutions Bachelor Degree Job

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Location: Lagos Island, Lagos

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.

Qualifications

Bachelor's Degree in Finance, Economics, Business, or a related field.

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.

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.

Salary

N300,000 - N700,000 Monthly.

Application Closing Date

30th November, 2023.

How to Apply

Interested and qualified candidates should send their CV to: v.uzoamaka@estradaintl.com using the Job Title as the subject of the mail.

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.