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Wealth Advisor (Rivers) at Alan & Grant

Posted on Thu 09th Sep, 2021 - hotnigerianjobs.com --- (0 comments)


Alan & Grant - Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position of:

Job Title: Wealth Advisor

Location: Port Harcourt, Rivers
Employment Type: Full Time
Industry: Financial Services

Job Summary

  • The Wealth Advisor will be responsible for generating new business ideas and create strategies for acquiring new clients.
  • The job holder will also be required to generate income in line with the set-target of the company and effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Duties and Responsibilities

  • Market and sell appropriate investment products, financial and wealth management services/products to prospects.
  • Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
  • Consult with clients on investment strategies products and services that are suitable for their needs.
  • Track and translate investment performance and make recommendations.
  • Build strong and long-term relationship with clients.
  • Balance referral activities, customer follow up prospect building and administrator task.
  • Keep proper records of all client transactions, mandates and log key conversations with clients on a monthly basis.

Requirements

  • Bachelor's Degree in any discipline from a reputable Higher Institution.
  • At least one year experience in a similar role.
  • Good knowledge of the Capital market in general and Wealth Management Services in particular.
  • Must possess good selling skills.
  • Strong quantitative and analytical skills.
  • Excellent interpersonal and communication skills.
  • Excellent prospecting and marketing skills.
  • Excellent presentation skills.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online


  

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