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Newedge is a financial institution established in 2019 and licensed by the Central Bank of Nigeria (CBN) to operate as a Finance Company in
Nigeria. Newedge provide Loans, Investment and Financial Advisory solutions to clients across the private and public sectors of the economy.
Read more about this company
Wealth Manager
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience 3 years
- Location Lagos
- Job Field Finance / Accounting / Audit 
About the Role
- Your mission will be to promote the investment products of the company to corporate and individual clients and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.
Roles and Responsibilities
- Source new clients and expand client network in professional and social settings.
- Develop and maintain a portfolio of important revenue, generating client relationships within the defined market segment.
- Grow portfolio profitability through the utilization of available multi-channel delivery strategies.
- Present investment opportunities and related analysis while pitching proposed courses of action in meetings with clients.
- Relate with investment analysts to assess financial information and investment opportunities.
- Use relevant financial models to project future earnings and profit potentials.
- Monitor the financial market trends to promote better decision-making and advise on funds management.
- Engage in regular research and reading to stay apprised about the state of the Nigerian economy, global financial markets, and general current events.
- Comply with rules, regulations, and legislation governing the financial services industry.
Requirements
- Minimum of 3 years of relevant work experience in a financial organization.
- Strong command of Excel and PPT.
Other core competencies required for this role include;
- Decision Making
- Problem Solving
- Analytical Thinking
- Verbal and Written Communication skills
- Attentiveness to Detail
- Time Management
- Networking skills
- Teamwork
- Leadership ability
Method of Application
Interested and qualified candidates should send their Resume to: hr@newedgefinance.com using the Job Title as the subject of the mail.
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