Search suggestions:

remote
work from home
remote work
it
legal
healthcare
administrative assistant
virtual assistant
customer service representative
it support
work from home online
remote customer service
teaching
Lagos
Abuja
Rivers State
Ibeju Lekki
Lagos State
Federal Capital Territory
Oyo State
Lagos State
État de Lagos
Abeokuta
Ibadan
Delta State
Warning: This job listing is no longer active. The information below may no longer be relevant.
Apply

Wealth Management Specialist

HENRIKEN CONSULTING
Port-Harcourt, Rivers State
Full time
June 17, 2025
Today
H

Wealth Management Specialist

HENRIKEN CONSULTING

Accounting, Auditing & Finance

Port Harcourt & Rivers State Full Time
Education Confidential
  • Minimum Qualification :

Job Description/Requirements



















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












<

Save Apply
Report job
Other Job Recommendations:

Social Media Manager - PalmPay Wealth

PalmPay
Ikeja, Lagos State
  • Develop and execute a compelling brand strategy to...
  • Define and maintain brand messaging, tone, and visual...
3 weeks ago

Head, Vendor Management

First Bank of Nigeria Ltd.
Nigeria
  • Initial point of escalation for internal and external...
  • Collaborate with Business Units/Category Managers to...
6 days ago

Information Technology Specialist

Management Sciences for Health
Abuja, Federal Capital Territory
  • Record, track, and document the help desk request...
  • Apply diagnostic utilities to aid in troubleshooting. 
2 weeks ago

General Manager - Customer Value Management.Marketing NG

MTN
Nigeria
  • Lead customer value management initiatives, designing and...
  • Use data analytics to identify customers at risk of churn...
3 weeks ago

Customer Experience Manager

Orile restaurant and bar
Ibeju Lekki, Lagos State
A Customer Service Representative, is expected to have clear understanding of all products and services, ensuring all orders are...
4 weeks ago