Wealth Advisor at Mactay Consulting (3 Openings)

MacTay Consulting - We are one of the first and leading management consulting firm in Nigeria, providing HR services to our clients in Africa since 1982. We focus on adding value to organisations through customized solutions that meet our clients’ needs. We have a proven track record of providing excellent services that impact our clients’ businesses.

We are recruiting to fill the position below:

Job Title: Wealth Advisor

Locations: Abuja (FCT), Lagos and Port Harcourt - Rivers
Employment Type: Full-time
Industry: Financial Services

Objectives

• 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 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 an administrator task.
• Ability to create sales and marketing strategies for new client

Job Requirements

• Bachelor's Degree in any discipline.
• 4 to 6 years of experience involving money management, including investment decision-making.
• Professional qualification will be an added advantage.

Application Closing Date
22nd July, 2022.