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 below:
Job Title: Wealth Advisor
Locations: Lagos
Job Type: Full-time
Industry: Financial Services
Job Summary
- The job holder will be responsible for generating new business ideas and devising strategies for acquiring new clients.
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, 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.
Requirements
- A Bachelor's Degree in any discipline from a reputable Higher Institution.
- Other professional qualifications may be an added advantage.
- Candidates should have at least 4 to 6 years of experience involving money management, including investment decision-making.
Application Closing Date
Not Specified.
https://www.hotnigerianjobs.com/hotjobs/391493/wealth-advisor-at-alan-grant.html