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Wealth Advisor at Alan & Grant

Posted on Fri 23rd Jun, 2023 - hotnigerianjobs.com --- (0 comments)


Alan & Grant - Our client is a capital market conglomerate that provides different financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship, registrars and probate management services, investment banking, leases, and loans.

They are recruiting to fill the position below:

Job Title: Wealth Advisor

Location: Port Harcourt, Rivers
Job Type: Full-time
Industry: Financial Services

Job Objective/Summary:

  • 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.

Job Duties/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, individual and businesses to provide customized recommendation 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 sales and marketing strategies for new clients
  • Any other assignment as may be assigned by your supervisor

Key Performance Metrics

  • Number of new accounts opened
  • Income generated from transactions
  • Level of complaints/commendation from clients

Requirements
Qualifications / Education:

  • Bachelor's Degree or its equivalent
  • A good First Degree in any discipline from a reputable Higher Institution.
  • Other professional qualifications may be an added advantage.

Work Experience:

  • 4 to 6 years of experience involving money management, including investment decision-making.

Skills & Competencies:

  • Excellent interpersonal and communication skills.
  • 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.
  • Strong quantitative and analytical skills.
  • Ability to influence others to do what is ethically right.
  • Must be fair, goal oriented and responsible .
  • Must be able to evaluate others.
  • Must be charismatic.
  • Proactive decision-maker.
  • Ability to look beyond the obvious/routine.
  • Ability to see what others cannot see.
  • Ability to seek a richer set of alternatives.
  • Ability to question assumptions.
  • Ability to proactively measure performance.
  • Must have a high sense of integrity, accountability and dependability
  • Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code.

Application Closing Date
Not Specified.

Method of Application
Interested and qualified candidates should:
Click here to apply online


  

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