Wealth Advisor at Meristem Securities Limited

Meristem Securities Limited is a leading capital market conglomerate that offers Wealth Management services, Stockbroking services, Registrar services, Trustee services and Investment Banking services to our clients.

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Location: Lagos

Description

• The purpose of the role is to generate new business ideas and devise strategies for acquiring new clients
• To generate income in line with the set-target of the company, effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Main Responsibilities

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
• Comply with all industry rules and regulations
• Works closely with families, individuals and businesses to provide customized recommendations to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task
• Ability to create a sales and marketing strategies for new client

Qualification, Experience & Skills

• A good First Degree in any discipline from a reputable Higher Institution.
• Minimum of 5 years experience
• Other professional qualification may be an added advantage.
• Must uphold high ethical standards i.e. know and stick to all capital market rules as contained in Regulatory rules & code of ethics guiding operations in the industry.
• Excellent prospecting and marketing skills
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Excellent presentation skills
• Must possess good selling skills

Application Closing Date
11th July, 2019.

How to Apply
Interested and qualified candidates should forward their CV to: careers@meristemng.com using the Job Title as the subject of the mail.

Note: Only qualified candidates will be shortlisted and contacted.