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:
[email protected] using the Job Title as the subject of the mail.
Note: Only qualified candidates will be shortlisted and contacted.