About the Role
Trovest Finance is a homegrown solution built with every Nigerian's interest at heart, offering innovative financial products to meet diverse client needs. We are currently seeking a results-driven Wealth Manager to join our growing team in Lagos on a hybrid work schedule. In this role, you will play a pivotal part in managing, retaining, and expanding a portfolio of high-net-worth and emerging affluent clients, helping them achieve their long-term financial goals through expert planning and tailored investment strategies.
Key Responsibilities- Assess individual and corporate client financial goals to develop tailored wealth management strategies.
- Recommend suitable investment products including mutual funds, fixed income instruments, equities, and alternative investments.
- Conduct regular portfolio reviews and monitor market trends to optimize investment performance.
- Prepare comprehensive advisory reports and apply sound risk management principles.
- Collaborate with internal teams to identify cross-selling opportunities across retail banking and lending services.
- Ensure strict adherence to regulatory frameworks, compliance requirements, and ethical standards.
- Bachelor degree in Finance, Economics, Business, Accounting, or a related field; professional certifications like CFA or CFP are a distinct advantage.
- Proven experience in wealth management, private banking, or investment advisory.
- Strong expertise in financial planning, portfolio management, and market data analysis.
- Excellent client relationship management, negotiation, and presentation skills.
- Familiarity with fintech platforms, digital advisory tools, and consumer lending operations.
- Competitive salary with performance-based incentives.
- Flexible hybrid work arrangement in Lagos.
- Continuous professional development and career advancement opportunities.
- Comprehensive health insurance and wellness benefits.