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.
https://www.hotnigerianjobs.com/hotjobs/369902/wealth-advisor-rivers-at-alan-grant.html