Wealth Management Specialist

HENRIKEN CONSULTING

Accounting, Auditing & Finance

Company Description

Henriken Consulting boasts a dynamic and innovative team dedicated to providing exceptional support to its clientele. Our team is renowned for its quality deliverables and prompt responses, ensuring an outstanding experience for our diverse clients. We pride ourselves on our problem-solving talents and the ability to exceed client expectations.

Role Description

This is a full-time on-site role for a Wealth Management Specialist, located in Lekki. The Wealth Management Specialist will be responsible for providing financial planning advice, managing investments, and handling insurance needs for clients. Daily tasks include developing personalized investment strategies, monitoring financial markets, and ensuring clients' portfolios are managed efficiently. The specialist will also be involved in conducting regular reviews and updates to clients' financial plans and providing comprehensive financial management support.

Qualifications

• Financial Planning skills
• Investment Management and Investments skills
• Experience in Finance and Insurance
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Economics, Business, or a related field
Professional certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is a plus

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