Sankore is an investment and advisory firm that provides an array of wealth and fund management services to individuals and institutions.
We are recruiting to fill the position below:
Job Title: Wealth Advisor
Job Opening ID: 89
Locations: Portharcourt-Rivers and Abuja
Job Description
Client Service:
- Provide Wealth Management service to clients which includes, Wealth & Estate Planning, Trust, Financial Planning, Strategy, etc.
- Extensive communication with clients and their Advisors
- Discuss investment performance, economic and market trends
- Direct consultation with attorneys, accountants and other Advisors on financial, tax and estate planning
- Client meeting planning, facilitation and presentation
- Develop and/or deliver private wealth education sessions to clients and staff
Strategy:
- Provide strategic and focused product ownership for Portfolio Management and Advise platforms
- Define and drive the road map for these platforms for the near, medium and long term
- Maintain business cases and key performance indicators and coordinate with larger company goals
- Partner with stakeholders and user groups from other teams
- Research new and emerging trends and technologies in areas of portfolio Management and Financial Planning
Investment Management:
- Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
- Coordinate with Fund Managers on investment policy statement (IPS) with each client based on their goals, objectives and risk tolerance
- Implementation of investment plans
- Translate investment policy to individual investment objectives
- Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to re-balance
- Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly
- Manage investment transition for new clients
- Plan strategies for diversification
New Business Development:
- Develop leads and referrals from current clients and outside contacts
- Seek to increase current accounts through additions to AUM
- Secure Partnerships, develop marketing plans and grow revenue
- Offer value-added fee-based services
- Participate in sales meetings with prospective clients
Requirements
- Bachelor's Degree in Investment, Finance, Economics, Business Administration or an equivalent combination of education and experience
- MBA is required
- CFA is an added advantage
- Eight (8) years' experience running medium to large Wealth Management Projects
- At least Five (5) years of Product Management
- Candidates must be resident in Portharcourt or Abuja
Application Closing Date
6th March, 2020.
https://www.hotnigerianjobs.com/hotjobs/275445/wealth-advisor-at-sankore-investment.html