Investment Advisor at Vantegral Consulting

We are looking for a Investment Advisor to be responsible for acquiring and driving wealth procurement. The responsibilities of Investment Advisors include relationship management, Wealth Marketing and Business Analysis.

To be successful as a Investment Advisor, you should have the ability to interpret quantitative and qualitative data, possess strong marketing, sales and negotiation skills, and you should have superior knowledge of wealth management.

Responsibilities:

• Fund mobilization and/or Liability Generation
• Analyse financial information
• Cultivate client relationships
• Develop Wealth Marketing and Sales strategies
• Manage Assets and client portfolios
• Compliance and Risk Averse
• Needs to be based in Lagos
• Strong presentation skills, and an understanding of customer relations tactics
• Business Analyst mindset and numbers driven
• Hit and exceed quarterly targets

Background Requirements and Qualifications:

• Degree in finance, economics, management, or related field
• Previous experience in financial services
• Must be analytical
• Able to understand complex information
• Strong numerical skills

Competencies:

• Knowledge of finance – wealth managers must have significant knowledge of finance and economics, along with a sharp eye for business trends, if they are to successfully handle their clients’ assets and investments over the long term
• Analytical thinking – it’s essential for wealth managers to be critical thinkers who can conduct research and formulate action steps based on hard data such as stock prices, client cash flow, and net assets
• Communication skills – wealth managers must be excellent at both written and verbal communication since they frequently hold client meetings, coordinate with other professionals, and express their findings through reports and presentations
• Relationship management – since wealth managers ideally work with clients for a number of years, a key aspect of the job is relationship management. They should earn the trust of clients through ethical behavior, a willingness to listen, and consistent performance
• Adaptability and Perseverance– rather than advocating for a financial plan that’s set in stone, wealth managers recognize that plans undergo constant revision as they adjust to real-time results and changing client goals.