WEALTH MANAGEMENT SPECIALIST AT PRIMUS LIMITED

About Company:

Primus is a leading provider of wealth management services, specializing in investment, tax, and estate planning for high net worth individuals, families, and institutions. Our team of experienced professionals work together to deliver innovative and effective solutions that drive results.

Job Description:

• We're seeking a highly skilled and experienced Wealth Management Specialist to join our team at Primus Limited. 
• As a Wealth Management Specialist, you'll be responsible for providing comprehensive wealth management services to high net worth individuals, families, and institutions. 
• If you're a seasoned wealth management professional with a strong understanding of investment, tax, and estate planning, we want to hear from you!

Requirements:

• Provide comprehensive wealth management services to high net worth individuals, families, and institutions
• Develop and implement customized investment, tax, and estate plans
• Conduct portfolio analysis and provide investment recommendations
• Collaborate with clients, attorneys, and other stakeholders to implement estate plans
• Stay up-to-date with changes in tax laws, investment regulations, and industry trends

Qualifications and Skills:

• Bachelor's Degree in Finance, Economics, or related field; certification in financial planning, such as CFP, preferred.
• 1+ years of experience in wealth management, financial planning, or related field
• Strong understanding of investment, tax, and estate planning
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment, prioritizing multiple tasks and responsibilities.

Salary

Application Closing Date: 10th April, 2025

Application Instructions:

Interested and qualified candidates should send their Resume and Cover Letter to: Alishaojuobi@gmail.com using the job title as the subject of the mail.

Note: If you're a highly skilled Wealth Management Specialist looking to take your career to the next level, we want to hear from you!