Wealth Manager

Alert Group

Accounting, Auditing & Finance

Company Description

Alert Group comprises two subsidiaries: Alert Microfinance Bank (MFB) and Auto Bucks. Alert MFB is a profitable, deposit-taking microfinance bank operating in Lagos with a mission to empower micro and SME entrepreneurs across Nigeria through tailor-made financial services. Auto Bucks is a non-deposit taking microfinance institution focused on SME lending. Together, they provide comprehensive financial solutions to foster economic growth.
Role Description

This is a full-time on-site role for a Wealth Manager located in Lagos. The Wealth Manager will be responsible for developing and implementing financial plans, managing investment portfolios, and advising clients on investment opportunities. The role involves assessing client needs, providing insurance solutions, and ensuring clients meet their financial goals through personalized strategies.
Qualifications

• Skills in Financial Planning, Finance, and Investments
• Experience in Investment Management and deposit
• Strong analytical and problem-solving abilities
• Effective communication and interpersonal skills
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Relevant certifications (e.g., CFA, CFP) are a plus
Experience in wealth management or financial advisory services preferred

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