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  • Posted: May 27, 2018
    Deadline: Not specified
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    To Lead In Attracting, Developing and Retaining Superior Human Capital That Creates a Dramatic Business Advantage for Our Clients. OUR VISION The Vision is to remain as the reference point across Africa for proffering Human Resource Solutions.
    Read more about this company

     

    Wealth Advisor

    Main Responsibilities

    • Prepare and deliver presentations/seminars to clients and prospects for business development purpose.
    • Comply with all industry rules and regulations.
    • Work closely with families, individuals and businesses to provide customized recommendation to help them meet their goals, in line with our service offerings.
    • Track and translate investment performance and make recommendations.
    • Establish a network of referrals
    • Balance referral activities, customer follow up, prospect building and administrator tasks.

    Qualification, Experience & Skills

    • First degree in Marketing or any other discipline from a reputable Higher Institution.
    • Minimum of 7 years experience
    • 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.

    Method of Application

    Send your application to resumes@kimberly-ryan.net

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