wealth management

HENRIKEN CONSULTING

Accounting, Auditing & Finance

Company Description

Henriken Consulting is driven by young, innovative, and problem-solving talents dedicated to providing exceptional support to its clientele. We pride ourselves on the quality of our deliverables and the speed of our responses to ensure an outstanding experience for our diverse clients.

Role Description

This is a full-time on-site role for a Wealth Manager located in Port Harcourt. The Wealth Manager will be responsible for developing and implementing financial plans, managing investment portfolios, and advising clients on investments, finance, and insurance. Day-to-day tasks include client consultations, financial analysis, and continuous portfolio management to meet clients' financial goals.

Qualifications

• Skills in Financial Planning and Finance
• Expertise in Investment Management and Investments
• Knowledge of Insurance
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Ability to work on-site in Port Harcourt
• Bachelor's degree in Finance, Economics, Business Administration, or related field preferred
Relevant certifications such as CFA or CFP are a plus

<