Investment Advisor at Alan & Grant

The client is a capital market conglomerate that provides a plethora of distinct financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship and investment banking. The preferred candidate duties and responsibilities will include:

• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period
• Aggressive marketing of the company’s products and services. Effectively profile prospects/clients, analyze their financial risk appetite, needs and goals for investing and provide guidance to them as regards their investments.
• Follow up on clients’ mandates to ensure they are promptly executed and error free
• Maintain a cordial business relationship with all clients whilst ensuring regular communication with assigned clients.
• Effectively work with members of the team in handling all relationship management issues, such that all clients have access to more than one account officer at any given time.
• Generate income and meet income target in line with the set-target determined at the beginning of an appraisal period

Requirements

• A good first degree in any discipline from a reputable Higher Institution
• Professional qualification e.g. ACA, ACCA, CIS may be an added advantage
• 3-6 years experience in a similar role
• Excellent interpersonal and communication skills
• Good knowledge of the Capital market, Stock broking and its operations
• Strong quantitative and analytical skills
• Ability to influence others to do what is to be done
• Must have a high sense of integrity, accountability and dependability