Job title: Senior Personal Wealth and Assests Supervisor
Firm: Catilas Sources
Job description: IntroductionWe search a dynamic and skilled non-public wealth and belongings supervisor to affix our esteemed Belongings Administration Staff.Duties and ObligationsAs a wealth supervisor, you’ll information and help our shoppers in attaining their monetary goals. Your major duty will embody buying shoppers, creating customized monetary plans, managing portfolios, and offering knowledgeable recommendation on varied monetary issues, comparable to taxes, insurance coverage, and danger administration.The best candidate will deliver their monetary experience and set up long-lasting relationships with shoppers whereas contributing to our mission of serving to people obtain their financial aspirations.Targets of This FunctionAcquisition of HNI clients and Certified buyers. Constructing and sustaining strong relationships with shoppers, understanding their monetary objectives, danger tolerance, and funding preferences by conducting in-depth financial assessments to investigate shoppers’ present monetary conditions and determine areas for development and enchancment.The position additionally goals to advocate appropriate funding merchandise, comparable to equities, bonds, mutual funds, and various investments, primarily based on thorough market analysis and evaluation and serving to the corporate meet its monetary goals by driving revenues and normal enterprise efficiency.Your Duties
- Drive and develop consumer investments and belongings. Prospect, purchase and handle the portfolio of shoppers’ investments (maintain and develop a portfolio of shoppers of HNI and Certified buyers by constructing long-term relationships).
- Arrange consumer conferences to make funding pitches, and focus on monetary objectives, danger tolerance, and funding preferences.
- Develop customized wealth administration methods, together with funding planning, portfolio allocation, and retirement planning aligned with consumer’s goals and danger profiles.
- Monitor and assessment shoppers’ monetary progress frequently, making certain alignment with their goals and making changes.
- Conduct in-depth analysis and evaluation of investments, tax legal guidelines, and different monetary issues to supply knowledgeable recommendation. • Consider funding alternatives, contemplating elements like danger, return potential, and liquidity.
- Present ongoing monetary recommendation and steerage to shoppers, holding them knowledgeable about market developments, funding alternatives, and potential dangers.
- Create detailed monetary plans, together with money stream projections, retirement planning, and tax optimization methods.
- Monitor and assessment funding efficiency, conducting periodic portfolio rebalancing to align with shoppers’ goals.
- Collaborate with inner groups comparable to tax advisors, authorized professionals, and property planners to coordinate advanced monetary transactions, comparable to property transfers, charitable giving, and different complete monetary options to shoppers.
- Staying up to date with market developments, financial developments, and regulatory adjustments to supply correct and well timed recommendation to shoppers.
- Take part in business conferences and seminars to increase data and community with potential shoppers.
NecessitiesRequired Abilities and {Qualifications}
- BA bachelor’s diploma in finance, economics, enterprise administration, or a associated subject.
- 4+ years of expertise as a wealth supervisor or in monetary providers, together with data of consumer acquisition, creating and implementing monetary plans, and managing investments.
- Confirmed observe document of attaining gross sales targets and constructing a profitable consumer portfolio.
- Expertise in serving high-net-worth people and understanding their distinctive wealth administration wants.
- Understanding monetary markets, funding merchandise, and wealth administration rules.
- Proficiency in monetary evaluation instruments, portfolio administration software program, CRM programs, and MS Workplace suite.
- Wonderful interpersonal abilities and the power to construct belief and rapport with shoppers.
- Sturdy analytical and problem-solving skills with fast decision-making and a results-oriented mindset.
- Distinctive verbal and written communication abilities in explaining advanced monetary ideas to shoppers.
- Integrity, moral conduct, and adherence to regulatory tips and business greatest practices.
Most popular Abilities and {Qualifications}
- Related skilled certifications comparable to Licensed Monetary Planner (CFP), Chartered Monetary Analyst (CFA), or equal.
- Familiarity with Nigerian tax legal guidelines, laws, and monetary planning methods particular to the Nigerian market.
- Potential to develop modern monetary options.
AdvantagesWage: AggressiveJob Location: Ikoyi, Lagos, Nigeria
Anticipated wage:
Location: Nigeria
Job date: Sat, 26 Oct 2024 22:49:37 GMT
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