Goldenbridge is a fund and portfolio management company offering discretionary and non-discretionary portfolio management to individuals, companies and organizations. We have added value and offered strong returns to our clients since 2015.
We are recruiting to fill the position below:
Job Title: Wealth and Portfolio Advisor
Location: Abuja
Employment Type: Full-time
Responsibilities
Responsible for ensuring the Company meets and exceeds the financial target set by the Management on an annual basis.
Responsible for preparing and implementing comprehensive strategic plans to facilitate the achievement of the Company’s financial target.
Develop and implement the Company’s business development strategy as approved by the Management.
Management of the P&L of the business, including the control of sales, operations, debts and cost.
Responsible for the proper Management of all Asset, Trusts and related activities.
Oversee the creation, termination and transfer of trust; oversee the preparation of trust documentation for clients; opening and closing of trust bank accounts.
Interact and liaise with private bankers, intermediaries and clients on all trust related transactions
Periodic reviews on the Company’s trust relationships, trust deeds, letters of wishes, fees etc.
Ensure that good and accurate records of existing trust and Company’s activities are kept.
Provide proactive advice on transaction, new products and business initiatives within the business.
Review and advise on the prospectus, pricing supplements and trust deeds for commercial/corporate bonds transactions to meet regulatory standards.
Providing Secondary and high-level interface with external solicitors
Handling security/collateral perfection processes, receivership, foreclosure, winding up proceedings and other enforcement procedures on behalf of the Company.
Working with the business development team to strategize on product improvement and superior delivery.
Develop and implement a business development plan to improve the deposit mobilization.
Develop and maintain relationships with corporate clients and individual depositors
Build new relationships with existing customers and new customers
Innovate and improve ways of rewarding depositors in terms of interest earning on ordinary deposits, and fixed deposits.
Good understanding of client relationship management
Interpersonal with good communicative skills
Education & Experience
At least a relevant Bachelor’s degree or other relevant tertiary qualifications.
Relevant professional certification in Trust and Asset Management.
At least Ten (10) years significant and successful managerial experience in a Trustee and Asset Management business.
Advanced knowledge and understanding of the Trust and Asset Business, including private and commercial capital market, trusts, corporate and state bonds, mutual funds, etc.
Familiar with local governing trust laws and regulations, and standard AML policies and requirements for financial institutions.
Familiar with Microsoft Office applications, and knowledgeable in vendor database for trust services.
Registration with the Securities and Exchange Commission (SEC) will be an added advantage.
Required Skills:
Ideal candidate must be target & result oriented , mentally agile, innovative, accurate & detailed oriented with great communication skills.
Ability to use initiative and work with little to no supervision, while ensuring the Head of Business Development is kept fully informed at all times.
Excellent leadership and interpersonal skills
Excellent analytical and intellectual skills.
Demonstrable business development experience with HNI &UHNI
Good analytical and problem-solving skills
Ability to work independently and in a team
Excellent presentation skills
Ability to present ideas in business-friendly and user-friendly language
Exceptionally self-motivated and directed
Keen attention to details
Highly collaborative and thrives well in a fast-paced work environment.
Excellent business acumen
Highly motivated with a desire to take advantage of new opportunities
Time management and organizational skills
Sales/ Marketing Skills
Coaching/Mentoring Skills
Able to analyze data and sales statistics and translate results into better solutions
Experienced at preparing and presenting quarterly goals and forecasts for future projects.
Application Closing Date
5th July, 2021.
How to Apply
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the email.